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Fifteen Minute Financial Advisor

Dec 31, 2019

As a financial planner, I hear stated goals as "I want $10,000 to spend every month when I retire." or "I want to have a house on the beach." But I don't think those are goals. Those are the means to achieve a certain lifestyle, or a certain feeling. My objective this week is to help you identify and define that...

Dec 24, 2019

I'm sick of people claiming to be advisors when they're really just shilling a product. I can't stand when someone has the nerve to call themselves a fiduciary, and it's for nothing more than marketing. It's time to rid the industry of these frauds.


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Dec 17, 2019

Wholesale change is hard. It's not easy to go from eating meat every day to being vegan. But you can introduce more vegetables into your diet. It probably wont make a difference right away, but small change like that can have a major impact on your health long term. The same thing happens with money and...

Dec 10, 2019

If you don't own any stocks or investments, you're in good company. According to Gallup, in 2017 only 54% of Americans owned stocks. If you're thinking about getting started with investing, this week's conversation is one way to go about that process!


Questions? Email me:

Dec 3, 2019

An immense amount of pain has zapped my creative thought and deep thinking ability this week, so here's a quick rant about it. The moral is that you should have something ready "just in case" you find yourself in a rough situation. Maybe that's insurance, maybe that's a chunk of cash that you can use to,...