March 9, 2016
Bench Talk: Wealth Transition Troubles
We’re currently in the greatest transfer of wealth that history has ever seen. Anywhere…
January 7, 2016
Bench Talk: Breaking Bad Behaviors
Breaking Bad Behaviors This Bench Talk is all about breaking bad behaviors. More specifically, behaviors…
February 16, 2016
This is Not a Recession
The S&P 500 is down 11% through February 11th, and questions about the health of…
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…
June 24, 2016
What Brexit Means For Us
What Brexit Means For Us In thinking about the details of what Brexit (the UK…
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,…
November 3, 2017
The Next Market “Crash”
Is the stock market going to crash? That’s the question being asked by many who…
June 18, 2015
Million Dollar Retirement Plan
July 13, 2018
Adrian Heywood Introduction
What are the three most important things people need to remember in order to lead…
May 30, 2017
Is Your Advisor an Eeyore?
Video transcript: No, no, no, no! You can’t do that! That will never work! We’ve…