Resources

The Impact of Inflation on Your Retirement Strategy: How to Stay Ahead of Rising Costs
As anyone who’s been around for a few decades knows, one of life’s few certainties is change—especially when it comes to finances. And in recent years, inflation has become an…
2025: A Year of Promise and Paybacks
If you think predicting college football or presidential elections is tough, try forecasting the economy, the stock market, and policy changes. In this video, I share my thoughts on what…
Your Health & Wealth Game Plan For The New Year (Ep. 90)
What’s your game plan for 2025? Is motivation enough to stay consistent with your health, habits, and finances—or do you need a little discipline to keep things on track?In this…
New Year, New Contributions: What to Know About Maximizing Your Retirement Savings in 2025
As we ring in the new year, it’s the perfect time to evaluate your retirement savings strategy. Whether you’re just getting started or are well on your way to building…
10 Often Overlooked Ideas That Could Transform Your Finances
At this time of year, I’m sure you’re seeing a lot of articles about setting resolutions, making financial plans and starting the year off on the right foot. I’m not…
7 Financial Habits To Adopt After Big Life Changes To Re-Build Your Wealth
Big life transitions, like widowhood or divorce, can feel overwhelming, but they also present an opportunity to reset and regain control of your financial future. As a financial advisor and…
How To Start Building Generational Wealth This Year
As we step into the new year, many business owners and families who have built significant wealth are reflecting on the legacies they wish to leave behind. (And if you…
The Psychology of Holiday Overspending (And How To Overcome It) (Ep. 89)
Have you ever wondered why holiday shopping feels so overwhelming?Or how you can resist the pressure to overspend without sacrificing the joy of giving?In this episode, financial advisors Jeff Green…
Year-End Financial Power Moves for Women
As the year comes to a close, the hustle and bustle can make it easy to forget about year-end financial planning. However, a strategic approach can do wonders for your…