July 27, 2018
The Value of Financial Planning
We are often asked, “what’s the value of financial planning?” Fair enough question, and similar…
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October 16, 2017
The Essentials of Pensions, 401Ks, IRAs and Roths
Retirement and investment terms can be confusing; their names rarely give an accurate description of…
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May 16, 2017
Bench Talk: Are You Paying Attention?
Are you paying attention to what you are spending? When it comes to our finances, paying…
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January 27, 2017
Bench Talk: Habit of Generosity with Kids
Bench Talk: Habit of Generosity with Kids Video Outline: Is your money like manure? For all…
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August 8, 2016
Bench Talk: Don’t Ignore Your Finances
One of the biggest concerns couples have is how to talk about their finances.…
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May 3, 2016
Bench Talk: Great Coaches Cast Vision
One of my favorite movie quotes is from a film called Miracle. If you've…
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January 27, 2016
Bench Talk: Yogi Berra & Retirement Questions
The great Yogi Berra once said, “If you don’t know where you’re going, you…
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September 28, 2015
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Bench Talk: Making the NFL & Retirement
September 9, 2015
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Bench Talk: Creating a Lasting Legacy
July 10, 2015
Bench Talk: What Type of Investor Are You?
Followup to video: While statistics show the broad stock market has returned an average of…
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