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Wisdom on Wealth

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Wisdom on Wealth

Don't Settle for a Retirement Plan, Part 2

I have enjoyed bringing you this weekly podcast for several years. I feel honored to be able to...

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Don't Settle for a Retirement Plan, Part 1

Many people believe they have a retirement plan, when all they have is a retirement account. If...

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Decision Making: Too Hot, Too Cold or Just Right?

A new year is often the time for people to make new resolutions. But I believe that making the...

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Learning from the Ghosts of Christmas Past, Present and Future

If your Christmas season isn’t quite so merry as you’d hoped this year, can I offer a few...

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Crisis: Will It Crater You or Create You?

Maybe 2020 feels like one long crisis. Maybe you can't wait to turn the calendar to 2021. But...

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Time Management Is a Myth - Part 2

We need to change our time management goals from "doing things right" to "doing the right...

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Time Management Is a Myth - Part 1

Is there a way to get more done in less time? The answer may surprise you. Listen to the podcast...

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Should I Invest in My Friend's Business?

If a friend asks you to invest in their business, is it a good idea? Listen to the podcast to...

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Overcoming the Fear of "It's Not Enough"

In your finances, it's easy to become consumed with the fear of loss or lack. But such fears are...

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Good Intentions Make Terrible Estate Plans

When it comes to estate planning, hoping for the best is a bad idea. You need to be prepared for...

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The Truth About Those Reverse Mortgages

Have you ever seen an ad for reverse mortgages and wondered "Is this really a good deal?" Listen...

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Estate Planning for the Not-Ready

Preparing an estate plan can be hard when you are estranged from one of your children. Here are...

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Not Everyone Wants the Same Thing in Retirement

If you don't consider what you want out of retirement, you shouldn't be shocked when you don't...

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Confidence Is a Result, But Courage Is a Choice

Have you ever wished to be more confident? Well confidence isn't going to happen just because you...

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Long-Term Care - The Costs You Never Thought Of

You probably know that nursing homes are expensive, but caring for an aging parent can include...

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Growing Your Business The Right Way

Many business owners feel less like they are running their business and more like their business...

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Passive Procrastination Produces Profound Problems

Marital conflicts are a part of life, but if you don't address them when they're small, they can...

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Cash: The Overlooked Asset

When it comes to assets classes, many people give little consideration to cash, but cash is one...

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In a Rut at Work

If work is getting you down, is there anything you can do besides quit? I'll give my thoughts on...

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