Managing your money, emotions, and meaning of life...

Smart Charitable Giving is relevant during this time of year. In this video, we talk about how to give money and save on taxes. Give...

When the stock market goes down, we can immediately think--I don't like this. Someone must be to blame! We proceed, finding a...

October 20th, 2022 is World Values Day. Everybody agrees that they want more happiness in their life. In honor of World Values Day, John...

Inflation= Opportunity. There are upsides to inflation. Sure, inflation increases uncertainty and that makes people feel bad. But we're...

We both have a No Budget No Problem philosophy. However, if you have this approach, you'll want to keep in mind the things in this video....

A viewer asked--I Have Life Insurance Through Work. Is That Enough? What are the Pros and Cons of Group Term Life? We answer! Neither of...

Understanding how much money you need for financial independence isn't rocket science. What do you need to consider yourself a...

Is your net worth by age 40 putting you on track to retire? This is an important question we often get as fee only financial planners. We...

Is your net worth at 30 on the right track? We talk about how to figure that out. First, we talk about elements of net worth. What is...

Where to park money? A viewer inherited $500,000 and wanted to know. They (wisely) didn't want to take some time to decide exactly what...

Is Inflation good or bad? Gas prices are up. We see them every time we drive down the street. On the news, they keep talking about...

If you're thinking about loaning money to a friend or family member, there are many things to keep in mind. Or, if you're thinking of...

There are a lot of things for a new parent to think about when a baby is on the way, and financial planning is one of the big ones. In...

When getting a Valentine's Day gift, most of us just want to Avoid Valentine Gift Disasters. We talk through strategies backed by...

Socially Responsible Investing means lower returns to some people. It doesn't have to. In this video, we explain how to get market...

Finding a financial planner can be difficult. They all sound the same when they say they care about their clients. How can a normal...

If you want to make more in donations and pay less in tax, picking the right way to give to charity is crucial. In this video, we'll...

Inflation is high; we discuss the strategy we both use to help clients understand and plan for it. We haven't seen inflation figures...

What's the difference between a Fee-only or fee-based financial advisor? It turns out, the difference is significant. We’ve talked in...

When you look for a financial advisor, there are three questions you absolutely must ask. Finding a financial advisor can be difficult....