Latest posts

What is an “Indirect Rollover”? (and why you should care)

We often hear the term “rollover” in connection with retirement accounts. People frequently rollover money from one retirement account to another. One of the biggest types of rollovers occurs when…

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The Top 10 Good Financial Goals That Everyone Should Have

If you haven't realized this yet, I'm kind of a goal setting freak. Some people do New Year's resolutions.  That's great, but I think you need to revisit your goals…

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What the Heck is a Hedge Fund?

Am I the only that thinks of Sonic the Hedgehog when I hear the term "hedge fund"? Hedge funds are the mystery players in the investment universe. We hear a…

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Latest Podcast

GF¢ 046: 7 Life Lessons I Learned from The Rock

Look at me. Do you see a well-dressed financial advisor? Perhaps the Scorpion King? Okay, maybe you see both. Admit it, when you look at me you don't know whether you should ask for help consolidating your retirement accounts or request a signed…