Wisdom on Wealth

I have enjoyed bringing you this weekly podcast for several years. I feel honored to be able to pass along some of the wisdom I have received.As I move into 2021, I am refocusing some of my priorities and unfortunately, that means doing less of certain things such as this podcast.If you want more content from me, I am still publishing a weekly blog post on my website.This week, I'm looking at how to create the right strategy for your retirement plan. To find out how, listen to the podcast.

Many people believe they have a retirement plan, when all they have is a retirement account. If you want to know the difference and why it matters, listen to the podcast.

A new year is often the time for people to make new resolutions. But I believe that making the right decisions is far more important than making the right resolutions. Learn how you can make better decisions my listening to the podcast.

If your Christmas season isn’t quite so merry as you’d hoped this year, can I offer a few perspectives? Borrowing from Charles Dickens’ A Christmas Carol - in order to move you beyond your past failures and present difficulties into a bright future, you’re going to have to learn…from the ghosts of Christmas Past, Christmas Present and Christmas Yet to Come.

Maybe 2020 feels like one long crisis. Maybe you can't wait to turn the calendar to 2021. But before you do, it's a good idea to reflect on what a crisis can teach.

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We need to change our time management goals from "doing things right" to "doing the right things." Listen to the podcast to find out more.

We need to change our time management goals from "doing things right" to "doing the right things." Listen to the podcast to find out more.

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

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

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

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

In your finances, it's easy to become consumed with the fear of loss or lack. But such fears are rarely productive and often destructive. How can you overcome them? Listen to the podcast to find out.

In your finances, it's easy to become consumed with the fear of loss or lack. But such fears are rarely productive and often destructive. How can you overcome them? Listen to the podcast to find out.

When it comes to estate planning, hoping for the best is a bad idea. You need to be prepared for when things don't go according to plan. Listen to the podcast to find out how.

When it comes to estate planning, hoping for the best is a bad idea. You need to be prepared for when things don't go according to plan. Listen to the podcast to find out how.

Have you ever seen an ad for reverse mortgages and wondered "Is this really a good deal?" Listen to the podcast, and I'll let you know.

Have you ever seen an ad for reverse mortgages and wondered "Is this really a good deal?" Listen to the podcast, and I'll let you know.

Preparing an estate plan can be hard when you are estranged from one of your children. Here are some tips on how to rebuild that relationship.

Preparing an estate plan can be hard when you are estranged from one of your children. Here are some tips on how to rebuild that relationship.

If you don't consider what you want out of retirement, you shouldn't be shocked when you don't get it. I'll explain more on this week's episode of Wisdom on Wealth.

If you don't consider what you want out of retirement, you shouldn't be shocked when you don't get it. I'll explain more on this week's episode of Wisdom on Wealth.

Have you ever wished to be more confident? Well confidence isn't going to happen just because you wish for it. Rather, it's the result of making courageous choices. I'll explain more on this week's episode of Wisdom on Wealth.

Have you ever wished to be more confident? Well confidence isn't going to happen just because you wish for it. Rather, it's the result of making courageous choices. I'll explain more on this week's episode of Wisdom on Wealth.

You probably know that nursing homes are expensive, but caring for an aging parent can include costs you never thought of. I'll explain how to prepare on this week's episode of Wisdom on Wealth.

You probably know that nursing homes are expensive, but caring for an aging parent can include costs you never thought of. I'll explain how to prepare on this week's episode of Wisdom on Wealth.

Many business owners feel less like they are running their business and more like their business is running them. I'll explain how to keep a growing business from becoming a groaning one on this week's episode of Wisdom on Wealth.

Many business owners feel less like they are running their business and more like their business is running them. I'll explain how to keep a growing business from becoming a groaning one on this week's episode of Wisdom on Wealth.

Marital conflicts are a part of life, but if you don't address them when they're small, they can become a giant source of pain. I'll explain how to keep small conflicts small on this week's episode of Wisdom on Wealth.

Marital conflicts are a part of life, but if you don't address them when they're small, they can become a giant source of pain. I'll explain how to keep small conflicts small on this week's episode of Wisdom on Wealth.

When it comes to assets classes, many people give little consideration to cash, but cash is one of the most important parts of your financial life. I'll explain why on this week's episode of Wisdom on Wealth.

When it comes to assets classes, many people give little consideration to cash, but cash is one of the most important parts of your financial life. I'll explain why on this week's episode of Wisdom on Wealth.

If work is getting you down, is there anything you can do besides quit? I'll give my thoughts on this week's episode of Wisdom on Wealth.

If work is getting you down, is there anything you can do besides quit? I'll give my thoughts on this week's episode of Wisdom on Wealth.

If the current pandemic has you filled with fear, let me introduce you to Frank and Jerry. A couple who chose faith over fear. Get the full story on this week's episode of Wisdom on Wealth.

If the current pandemic has you filled with fear, let me introduce you to Frank and Jerry. A couple who chose faith over fear. Get the full story on this week's episode of Wisdom on Wealth.

If you think you'll have more than enough money to retire, there are still a few things to keep in mind. I'll explain more on this week's episode of Wisdom on Wealth.

If you think you'll have more than enough money to retire, there are still a few things to keep in mind. I'll explain more on this week's episode of Wisdom on Wealth.

When difficult situations arise, are you giving yourself the time to respond or are you just reacting? I'll explain how to be a responder not a reactor on this week's episode of Wisdom on Wealth.

When difficult situations arise, are you giving yourself the time to respond or are you just reacting? I'll explain how to be a responder not a reactor on this week's episode of Wisdom on Wealth.

Many people with pensions are given the option at retirement of taking a lump sum or receiving a monthly check for life. Which one should you choose? I'll explain how to decide on this week's episode of Wisdom on Wealth.

Many people with pensions are given the option at retirement of taking a lump sum or receiving a monthly check for life. Which one should you choose? I'll explain how to decide on this week's episode of Wisdom on Wealth.

Too often we think that building wealth is about investing in complicated financial products, but our small habits have a dramatic effect on our wealth. I'll explain one change you can make that can have an out-sized impact on your wealth creation on this week's episode of Wisdom on Wealth.

Too often we think that building wealth is about investing in complicated financial products, but our small habits have a dramatic effect on our wealth. I'll explain one change you can make that can have an out-sized impact on your wealth creation on this week's episode of Wisdom on Wealth.

If your budget plan and financial reality don't match, it may be time to stop blaming the budget and start looking in the mirror. I'll explain more on this week's episode of Wisdom on Wealth.

If your budget plan and financial reality don't match, it may be time to stop blaming the budget and start looking in the mirror. I'll explain more on this week's episode of Wisdom on Wealth.

If you're a Baby Boomer, you may expect your retirement to look a lot like your parents' retirement. The truth is that your retirement will likely look very different. I'll explain more on this week's episode of Wisdom on Wealth.

If you're a Baby Boomer, you may expect your retirement to look a lot like your parents' retirement. The truth is that your retirement will likely look very different. I'll explain more on this week's episode of Wisdom on Wealth.

In life, I find that there are givers, takers and everybody else. I'll explain more on this week's episode of Wisdom on Wealth.

In life, I find that there are givers, takers and everybody else. I'll explain more on this week's episode of Wisdom on Wealth.

When a crisis like the coronavirus hits, it's easy to use it as an excuse for putting off important financial decisions, but doing nothing has serious consequences. I'll explain more on this week's episode of Wisdom on Wealth.