Wisdom to Wealth

Why You Need To Listen to Your Financial Markets Advice

The media and too many social media advocates voice opinions about what is going on in the financial markets. The only way to know what to do with your money is simply to conduct the best research by yourself. Trusting others that spark rumor is not advice that is just bad judgment. Using your own head to make decisions keeps you more profitable and less stressful. 
#financialreseach #marketvolatility #retirement #estateplanning
 

Stevens in Seconds - Avoiding Stupid Advice and Remaining in the Markets Longer

There are too many individuals with too much poor advice given to you about financial markets. In order to play they game you need to know what to listen to and what to avoid. More importantly, there is both the active trader or the passive. This episode allows you to make the right financial decisions for your future and your needs. 

Benchmarking Your Business For Growth

 
A lot of times, we ask clients – what do you want to get out of your business? Whether it’s a sale down the road, family succession, or you just want to grow as fast as you can now, taking an outsider’s viewpoint can help. There are two critical questions we focus on to ensure business owners are optimizing their efforts.
 

Estate Planning for Business Owners

We know that your business will fund your retirement plan, and potentially create a multi-generational family enterprise, but there's one area of risk you shouldn't be taking. That’s your estate plan. And most of the time – it’s not top of mind. Find out why an estate plan is crucial for the business. 

Why Financial Advisors Matter

Warren Buffet recently dissed on Financial Advisors saying they are bottom feeders. The fact is Financial Advisors serve a dire purpose. There is piss poor financial management conducted in schools so the right method is getting good advice from a professional that can help produce the liquidity and lifestyle you dream of. 

Episode 221 - Five-Money-Moves-to-Make-in-2022

2022 is here and we’re off and running.
Whether it’s working out more, prioritizing self-care, or spending less time on your phone - we’re all getting back to it, setting goals, and figuring out how we’re going to improve in the months ahead.
 

Episode 220 - A Guide to 401Ks and IRA’s in a Changed World

If you’ve found yourself worrying more about retirement planning over the last year, you’re not alone.
Almost half of Americans are reevaluating their retirement plans. And they’re also concerned about the potential for tax increases over the next several years. In this video, we’re going to cover what you can do to keep as much income as you can in your pocket, whether you’re working or retired.

Episode 222 - Key Steps to Starting Your Own Business

As things normalize, people are getting future plans back on track and for many that means starting your own business.
 
There were 4.3 million businesses that filed paperwork last year, so if you’ve always wanted to be independent, you’re in good company. Here are tips on how to start.

Cash Flow Planning

Pre-retirement planning is one of the most challenging stages of the financial journey.
Retirement means you’ll be making choices:
 
Where you want to live
What your retired life will look like
How you’ll plan your days
We discuss the best methods to achieve success.

The Importance of Financial Literacy

A recent study of small business owners conducted by Intuit uncovered surprising results. The study found that 40% of small business owners consider themselves to be financially illiterate. At the same time, 81% of them are doing their business' finances themselves.
Without understanding the numbers required to operate and sustain a business it is doomed for business failure. Take a listen to the tips needed to make you successful.