Subscribe
Sign in
Home
Podcast
Estate Planning
Healthcare
Investing
Retirement Mindset
Social Security
Tax Planning
Women & Life Transitions
Archive
About
Retirement Mindset
Latest
Top
Discussions
Spend your time before you spend your money
Because money without time is almost worthless
Mar 11
3
The cost of playing it safe
Don’t save your life for later
Feb 25
1
Your traditional IRA is not a ticking tax bomb
The math might surprise you
Feb 18
1
2
Our scars and the stories they tell
The invisible marks that shape how we think about life (and money)
Feb 11
2
2
1
What baseball can teach you about your money
Ignore the noise, trust the process
Feb 4
1
2
1
The two kinds of regret
One starts with a big "R" and the other with a little "r"
Jan 28
2
1
Recent client projects - December 2025
A glimpse into what I've been working on lately
Dec 3, 2025
2
Expectations vs. reality: why most advisor relationships fail (and how to fix yours)
How to start off on the right foot with a new advisor (or any service provider)
Nov 26, 2025
3
2
1
You are your own ChatGPT
The entirety of your life is a unique dataset that informs every decision
Nov 19, 2025
5
Beyond the portfolio: Why women need more than investment management
Investments are important, but they're just a part of your retirement planning
Nov 12, 2025
3
When more investments means less clarity
Keep things simple when it comes to your portfolio
Nov 5, 2025
3
5
Why 'exclusive' investments are usually just expensive
Be skeptical of the alternative investment sales pitch
Oct 29, 2025
2
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
