Dec 31, 2019

Episode 27: The SECURE Act

Welcome to our last podcast of 2019! The hot topic in the retirement planning community is the recent passage of the SECURE act.

So, on today’s episode, I am going to highlight some of the most important changes that will affect retirees moving forward. Make no bones about it! This is...

Dec 11, 2019

Today we are going to talk about establishing good habits. We’ll look at a study that tells us how long it takes to establish a good habit and then apply that to 7 habits of highly effective investors.

So, grab a note pad and pen and get ready to start taking some notes!

Please do not take advice from me on this show....