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Fifteen Minute Financial Advisor

Jul 28, 2020

I don't have all the answers, but when I get the same questions multiple times, I find the answers. This week we review two questions that have come up consistently over the last several weeks. 

1. Should I refinance my mortgage or wait?

2. Should I take my money out of the market before the election?

My opinions and...

Jul 21, 2020

There's a time for complexity and a time for simplicity, especially when it comes to your personal finances. As humans, we're wired to seek out the simple. But it's important to fully understand something before accepting it as the simple "answer." This can be done with research and education, or through hiring...

Jul 14, 2020

Trusts aren't just for rich people! If you want to protect your assets, tune in. If you want to leave a legacy, tune in. If you are the executor of anyone's estate, you'll want to tune in. Frazer Rice, author of Wealth Actually, joins us to discuss estate planning strategies. 


Questions? Email me:

Jul 7, 2020

I should have released this episode back in early 2019 with the 5 Steps to Starting Your Own Financial Plan. I believe that estate planning is a foundational element in financial planning. Do you need a will? Do you need more than that?


Questions: Email me: