Archives

The Cash Balance Plan – A Major Retirement Plan for Professionals

June 19, 2019

We’re all familiar with 401(k) and Simplified Employee Pension (SEP) plans as the most common retirement plan options, then there others like SIMPLE IRAs that are popular for certain business owners. However, there is another retirement savings solution that certain… Read Now >>


Episode 27: Is Your Financial Vision Blurry?

June 14, 2019

There’s a huge difference between having an opinion on the markets and having a crystal clear game plan on how to manage your wealth. If you want to create enduring wealth, your financial vision cannot be blurry. We have seen… Read Now >>



Episode 26: A New, Powerful Movie on Financial Independence

June 7, 2019

On this episode, our host Matt shares his experience playing a behind the scenes role in powerful new movie called Playing with Fire. The movie premiered to a sold out theater in San Diego this past weekend. Playing with Fire… Read Now >>



Episode 25: 5 Lessons From A Mentor on Financial Independence

May 31, 2019

“If you are not financially independent by the time you are forty or fifty, it doesn’t mean that you are living in the wrong country or at the wrong time. It simply means that you have the wrong plan.” –… Read Now >>


Episode 24: A Better Way To Buy (Or Lease) A Car

May 24, 2019

One of the biggest financial decisions people make haphazardly is the car buying or lease decision. Transportation expenses are the second largest expense in the average American’s budget – secondly only to housing costs and represent 16% of all spending.… Read Now >>


Client Case Study: Selling vs. Renting Out a Home

May 22, 2019

Recently, we shared an article about whether or not it makes sense to sell a home or hold onto it as a rental. Deciding between selling vs. renting definitely depends on numerous financial and lifestyle factors. Still, sometimes it helps… Read Now >>


Episode 23: How Much Money Do You Need to Be Wealthy?

May 17, 2019

How much money do you need to be wealthy? This was a question posed by Charles Schwab in their most recent Modern Wealth Survey to 1,000 American between ages 21 and 75. The answers were surprising and varied amounts the… Read Now >>


Is the Uber IPO Worth the Investment?

May 15, 2019

One of the biggest pieces of news in the financial markets is that Uber Technologies Inc. went public last week via an initial public offering (IPO). What does that mean? Well, this means the company now has shares that are… Read Now >>