March 9, 2016
Bench Talk: Wealth Transition Troubles
We’re currently in the greatest transfer of wealth that history has ever seen. Anywhere…
October 9, 2015
Bench Talk: Become a Successful Investor
August 31, 2018
What Makes Fee-Only Different?
Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors,…
July 10, 2015
Bench Talk: What Type of Investor Are You?
What Type of Investor Are You? Let's play a game I like to call the…
August 25, 2016
Bench Talk: How I Paid Off $50k in Student Debt
Did you know that there are over 40 million people in the United States…
May 17, 2016
Bench Talk: Brewing The Perfect Financial Plan
For today's Bench Talk I'm going to be talking about beer and financial plans.…
December 4, 2015
Bench Talk: Back to the (Financial) Future
September 1, 2017
Money Management Lessons from Johnny Depp
The Importance of Money Management Today, I want to talk about a story that's ripped…
July 12, 2016
Bench Talk: 10 Questions to Assess Your Estate Plan
It’s important to assess the health of your estate plan. More often than not,…
May 3, 2016
Bench Talk: Great Coaches Cast Vision
One of my favorite movie quotes is from a film called Miracle. If you've…