Insights
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,...
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...
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...
EP 145 | Identity Protection Pt 1 of 2: Interview with Author of Swiped, Adam Levin
Welcome to The Retirement Years on Profit Boss® Radio episode 145! In this show, we discuss an extremely timely and scary topic: identity protection. I am so excited to have Adam Levin, founder of CyberScout, co-founder of credit.com and author of the critically...
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...
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...
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...
10 Reasons to Get Your Will Done Today
If you haven’t created your will and living trust yet, let’s get it done. Here are the ten reasons to get your will and other estate planning documents done today!
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...
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...
