Latest posts

GF¢ 047: Crushing Goals for 2015

"Dream small dreams. If you make them too big, you get overwhelmed and you don't do anything. If you make small goals and accomplish them, it gives you the confidence…

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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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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…