Thoughts On Money [TOM]

May 31, 2024 • 34 minutes

Records are Made to be Broken

May 24, 2024 • 30 minutes

Avoiding Big Mistakes

Today, we will unpack high-level mistakes in concentration, panic, big losses, and what I like to call Tax Magic.

May 17, 2024 • 25 minutes

Summer Work

Josh Klooz is leading the charge on our recent endeavors in Houston, TX and is joining us today to share the importance of not just passing down financial wealth, but financial wisdom.

May 10, 2024 • 30 minutes

The New Lost Decade

Today, I would like to unpack what I call the New Lost Decade, which we live in now.

May 3, 2024 • 25 minutes

It’s All About What You Keep

Please join us as Sean bridges the connection between duck hunting and taxes in his article, It’s All About What You Keep.

Apr 26, 2024 • 34 minutes

Goldie Rocks and The Permabears

Join me as I unpack the history of gold and call into question some of the headlines that you might be seeing out there.

Apr 19, 2024 • 38 minutes

Retirement Line Dancing

Turns out, the path to a prosperous retirement is not too different than learning to line-dance.