All Episodes

It’s shocking how many engaged couples don’t have substantive discussions around disclosing their finances to each other, much less their

A reporter recently asked me how a left-brain, number-crunching financial planner ironically ended up being one of the founders of

If you had a magic wand and could change anything about yourself that would improve your financial and emotional wellbeing,

I spend a lot of focus helping my clients protect their hard-earned assets from the reach of a frivolous lawsuit.

What do you do when your find yourself in a state of being financially “stuck?”  Stuck is not a very

Making sound financial decisions can be the best-paying job we’ve ever had.  How do we obtain the skills needed to

You’re probably unfamiliar with The Nazrudin Project. That’s understandable. They don’t have a website. There is no organization. They don’t have leaders.

Perhaps the most common reason for wanting to control a legacy is a spendthrift heir. Giving a chronic over-spender an