Insights

Should You Pursue the FIRE Movement?

Should You Pursue the FIRE Movement?

It may be what you’re ultimately striving for, it may not: here’s why. There is a lot of recent attention given to this laudable goal of reaching FIRE: Financial Independence, Retire Early movement. I guess on the one hand retiring at age 35 or 45 does sound dreamy,...

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EP 147 | Living Life on Purpose with Chris Farrell

EP 147 | Living Life on Purpose with Chris Farrell

Welcome to episode 147 of Profit Boss® Radio! In this episode, I had the opportunity to interview Chris Farrell. Chris is an economics editor with Bloomberg and a senior contributor with NPR Marketplace. He brings a great perspective on purpose and careers regardless...

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Ep 146 | Identity Protection Part 2: Step-by-Step Guide

Ep 146 | Identity Protection Part 2: Step-by-Step Guide

Welcome to episode 146 of Profit Boss® Radio! Identity protection is so crucial in this day and age that I felt we needed two episodes to cover all the information. If you have been following the news, you have definitely heard countless stories of people falling prey...

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EP 144 | How to Plan for Retirement Together: Client Stories

EP 144 | How to Plan for Retirement Together: Client Stories

Welcome to The Retirement Years on Profit Boss® Radio episode 144! This is a brand new season of Profit Boss® and I have made a few adjustments this season! Now titled: The Retirement Years on Profit Boss® Radio, this show is your weekly wealth building and retirement...

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EP 143 | How to Plan for Retirement Together

EP 143 | How to Plan for Retirement Together

Welcome to The Retirement Years on Profit Boss® Radio episode 143! This is a brand new season of Profit Boss® and I have made a few adjustments this season! Now titled: The Retirement Years on Profit Boss® Radio, this show is your weekly wealth building and retirement...

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Should I Have a Backdoor Roth IRA?

Should I Have a Backdoor Roth IRA?

You’ve heard about this thing called a ‘backdoor Roth IRA,’ but what is it exactly, who uses it, and when is the right time to consider it? First, a little preamble. Roth IRAs are a wonderfully tax-advantaged retirement savings account that allow you to save and grow...

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Should You Buy or Lease a New Car?

Should You Buy or Lease a New Car?

Buying versus leasing a new car… what is the better choice from a financial perspective? This is a question many car shoppers wonder as they try to reconcile the car they want to drive with what they can afford to pay. From renting designer clothes to rent-to-buy home...

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What is a Fiduciary? More importantly, why should you care?

What is a Fiduciary? More importantly, why should you care?

Ok, so I abhor using financial jargon. My audience has no use for it… usually. The term fiduciary, however, is one term that I want all my listeners, readers, clients, family, and friends to know and understand fully. It’s THE word that carries more weight than titles...

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