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Healthy, Wealthy, & Wise Retirement Podcast

Mar 22, 2022

In this episode, we talk through 7 questions I am frequently asked. We start off by briefly chatting about what makes our firm different, whether or not to divide your assets between multiple advisors, and the right time to bail out and sell an investment.

We then talk about why our fees are so high (and so low),...

Mar 8, 2022

Continuing on our conversation from last episode, we finish up with a review of the last 2 principles for happier spending.

Book- Happy Money: The Science of Smarter Spending

What is a Fiduciary?

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