by Podbean | Sep 26, 2022 | Uncategorized
Only a few of us have really spent time and energy thinking about the question regarding conflict of interest when it pertains to financial advisors. Some of us have recommended fee-only financial advisory services. But that really does not answer totally the question...
by Podbean | Sep 14, 2022 | Uncategorized
There is an age-old debate between two camps: “Buy term and invest the rest” vs the Whole Life insurance. Many financial gurus and social media financial contributors who favor “Buy term and invest the rest”. But what does it mean? How does it...
by Podbean | Aug 22, 2022 | Uncategorized
I had a great interview with Galen Nuttall, a CFP and a podcaster. Hear my deepest thoughts about how we, as a community, are doing financially on a personal level. If would like to leave any comments or suggestions for future episodes, please email me at...
by Podbean | Aug 15, 2022 | Uncategorized
No one gets married with the expectation of having a divorce. But life happens. A divorce is devastating on so many levels. One of them is financial (for all parties involved). We will discuss this briefly with my good friend David. If would like to leave any...
by Podbean | Aug 7, 2022 | Uncategorized
I have heard of the CDA account many times. It did not register with me until the third time. Then, it hit me like a ton of bricks. Do you know about it? Do you understand it? It is a very powerful estate planning tool for incorporated professionals. To leave me...
by Podbean | Jul 30, 2022 | Uncategorized
As busy healthcare professionals, we are very good at caring, treating, and healing others. However, how good are we are managing our own personal finances and planning for financial security? It is really a rhetorical question. We really are not. We should be good at...
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