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Got a Bonus? Save Half!

receiving a bonus and saving half

Today I share the best way to celebrate and enjoy the blessings of your bonus: Save half! Or as they say, “When times are good, put some hay in the barn.”

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Retirement! Tax-Deferred vs.Tax-Free

tax-deferred 401(k) retirement account vs. tax-free Roth

Which accounts are better for your retirement? Today, a quick overview of tax-deferred vs. tax-free! Learn about how taxes and contributions work for each.

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5 Reasons to Set Goals

Man setting goal ahead of him on rocks

In this 5-minute video, we’ll discuss 5 reasons why setting goals can help you achieve personal significance.

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Values in Action – Financial Freedom Tips

Living our values in action

Your values and long-term goals drive what you need to succeed. In this 4-minute video, I take a deeper dive into values in action—just in time for your end-of-year reflections.

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Annuities – What You Need To Know (Video)

Video explaining annuities

Here we demystify annuities by explaining the different types of annuities—and their fees—so that you can be an informed consumer as you plan for a successful retirement.

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