Ep 112: Overcoming Financial Missteps & Inaction to Get the Help You Need

Hear Kevin and Tyler talk about recent meetings they’ve had with people seeking help. Learn why the problem that brought them in often isn’t the real problem. Rather, it’s the “unknown unknowns” or the “things they think they know but just ain’t so” that are more so the problem to avoid or opportunity to capitalize upon. This is an episode that many listeners will be able to relate to and cause ‘aha moments.’ Continue reading

Ep 111: Q4 Check-up & Tax Moves

It’s time to look back over this year and towards the next to adjust your planning. What tax moves should you make before the end of the year? And what moves should you plan for next year? Are your investments well aligned to meet your spending goals, or are you exposing yourself to unnecessary lifestyle risk? This and more… Continue reading

Ep 109: Surprising Lessons on Stock Returns and Diversification

Hear Kevin dive into these details, portfolio implications, and touch on key characteristics of risk — not just how much your investments move up and down (volatility) but making sure you have the dollars you need when you need them (terminal wealth dispersion). You’ll be surprised by what you learn and likely question whether you are truly diversified.  Continue reading