Feb 28, 2015
Today on the show, I answer these two questions:
The reason why I am writing has nothing to do with finances, but career advice. Did you (or do you) provide career counseling? If not, can you at least recommend someone you trust? I thought I heard you mention on a previous show that you were involved in that...
Feb 27, 2015
The financial planning industry faces many challenges. One of the major challenges has been how to effectively serve younger generations of clients.
My guest today has some ideas on how things can be done better. He set out originally to develop a different model of financial planning practice for himself and wound up...
Feb 26, 2015
Today, we dive into the details of Pre-Paid Tuition Programs. I'm generally not a fan of these programs and you get to hear why! (I do acknowledge that they have their uses).
This opinion (my non-fan-ness) has always been a bit challenging since I do financial planning the state of Florida...and Florida has the most...
Feb 25, 2015
I'm fascinated by long-term travel stories. After all, some people have to wait until they're retired to travel but some people are able to do it long before?
How? Why? What can we learn from them?
My guest today is fascinating. Greg Denning and his wife, Rachel, are living a long-term travel lifestyle. Currently,...
Feb 24, 2015
Most of us have heard the example of the magic penny that doubles every day in value for a month. But, have you sat down and looked at that example to really understand what lessons you can apply to your own life?
Today, I share with you 5 lessons I've learned from that example:
1. Rate of return matters