All in Financial Planning
What are the financial mistakes that women need to avoid? By viewer request, we discuss the potential mistakes I've seen some female clients have made over the years - and how to protect from them.
Are your investment mistakes holding you back? Do you feel like you should be better off than you are? Often people will dwell on the mistakes they've made, which keeps them from moving forward financially.
In this video, I go over the many ways that you pay fees in your investment accounts. It's not always clear how much you pay and the big Wall Street firms have made a science out of hiding fees over the years.
In this video, I dive into the subject of what happens when you run out of money in retirement. Most folks get one shot to retire the right way - and there are plenty of ways to mess it up.
In this video, I discuss how brokers and annuity salesmen sued to be exempt from the DoL's Fiduciary Rule - and won - by claiming they weren't really advisors at all. They claimed that they were merely salespeople and did not have a relationship of trust and confidence with their clients.
In this video, learn 10 ways that independent financial advisors at smaller firms may be able to save you big bucks.
Where does your money go when you work with a financial advisor? Who has your money?! This important detail can keep you from getting ripped off. Watch to find out.
In this video, hear the totally true story about how my past experience with a terrible "financial advisor" (a.k.a. broker) put me on the path to becoming a fee-only, fiduciary financial advisor.
John Oliver's epic rant on retirement, the financial industry and financial advisors was hilarious - and spot on. But he missed one important point that could mean hundreds of thousands of dollars saved! Watch to find out what he left out.
In this video, I go over a thought experiment that highlights the differences between how a fiduciary financial adviser and a stock broker work. I also illustrate how the differences in adviser fees could save you millions over time.
In this video, I go over where to find a good financial adviser and the questions to ask a financial adviser before hiring one!
Are you trying to figure out how to find a good divorce lawyer? And then what questions do you ask them to figure out if they're good or not? Find out here.
In my latest video, "How To Survive A Divorce", I outline strategies and tips to keep your sanity and cope with the divorce process.
Here are four more options for health insurance in 2018 if you're not on an employer's group health insurance plan. Thanks to the friends, clients and viewers who chimed in with these options!
Here, I list the six options that I've found for health insurance in 2018 if you're not already part of a group health insurance plan. Spoiler alert: they're not all good options.
Tag along as I attend the 2017 XY Planning Network conference in Dallas.
Do you ever fantasize about what you would do if you won the lottery? If so, what can that tell you about where you may be stuck in life? Also, what was my lottery fantasy when I was stuck in my life? Watch and find out!
Follow these 5 simple steps to ensure that your identity stays secure in the wake of the recent Equifax data breach and into the future.