I’ve spent more than twenty years working with people and their money, and one thing I’ve come to...
It Depends: The Most Honest Answer in Financial Planning
It Depends: The Most Honest Answer in Financial Planning
Discover why effective financial planning is about understanding individual behavior, not just following rigid rules. Embrace a personalized approach to money management.
May 13, 2026
4
min read
If gold is so valuable, why do they want to sell it?
If gold is so valuable, why do they want to sell it?
Gold often gets sold as protection against financial collapse. Here’s why I’m skeptical of fear-based investing—and what matters more.
April 23, 2026
3
min read
Learning to Spend
Learning to Spend
Learn how to transition from saving to spending in retirement, ensuring your life feels full and meaningful while maintaining financial security.
March 18, 2026
2
min read
When Should You Reduce Stock Exposure in Retirement?
When Should You Reduce Stock Exposure in Retirement?
Discover the right time to reduce stock exposure in retirement by focusing on income needs and changing circumstances, not just age.
March 12, 2026
3
min read
The Risk You Don’t See
The Risk You Don’t See
Understand the hidden risks of feeling financially safe and how to balance stability with growth in your investment strategy.
February 25, 2026
3
min read
What Really Creates Retirement Confidence
What Really Creates Retirement Confidence
Discover what truly drives retirement confidence: understanding how your savings support your lifestyle, not just accumulating wealth.
February 18, 2026
5
min read
Posts about Insights:
Last year, I was at a neighbor’s barbecue when a friend of mine pulled me aside and told me I...
Some people spend their entire lives learning how to save.
Many retirees believe they’re supposed to own less stock simply because they’re older. It’s a...
From time to time, someone will tell me, “I just don’t want to lose it. At least with it in the...
A common retirement fear isn’t running out of money.