Plan Your Kaiser Retirement
From repairing F-16 avionics in the Air Force to guiding Sacramento’s medical professionals through financial transformation, my journey has always been about service, precision, and purpose. With a background in economics and experience as a political pollster, I now coach clients using the Ramsey Baby Steps—helping others achieve financial peace just as my wife and I did. I specialize in supporting those in the healthcare community, including Kaiser, Sutter, and Dignity Health employees, because I know this world well—my wife’s been part of it for over 20 years.
- Update frequency
- every 16 days
- Average duration
- 12 minutes
- Episodes
- 18
- Years Active
- 2023 - 2024
Your 2025 Investment Plan
You know it's time to start saving and investing for retirement. But, where do you start? And what do you need to do so that you can retire comfortably as early as possible? Unless you do something d…
Is Dave Ramsey wrong about Social Security?
Dave jokingly calls it Social “In-Security,” but it’s the main income for most people. Is Social Security going away? Also, burnout can happen to us even when we’re doing our dream job. How do you re…
What if the whole systems crashes?
When it seems like the system is about to collapse and the markets are going to crash, do you pull your money out? I walk through how I have those conversations with my clients and how we come up wit…
Still chasing the “big number”
Most people want to retire comfortably, so I get why they focus on the “magic” retirement number they need to hit. But that approach is going to do you more harm than good. Fortunately, there’s a bet…
Retirement Fluency
We fear what we do not understand. According to new research, the more you know about retirement, the more confident you will be about your future plans.
Learn more about this new concept called retir…
Is buying a rental property a good idea?
With apps like Vrbo and Airbnb, the opportunities in real estate have never been better. Imagine getting passive income from rental properties, which themselves are growing in value. Is this right in…
Is real estate investing a good idea?
With apps like Vrbo and Airbnb, the opportunities in real estate have never been better. Imagine getting passive income from rental properties, which themselves are growing in value. Is this right in…
5 Most Common Regrets in Retirement
What better advice is there than what you can learn from someone who has been there and done that. A recent survey reveals the regrets and mistakes shared by currently retired people. You'll get a cl…
Traditional or Roth for your 401k?
You’ve seen the Traditional and Roth contribution options in your 401k, but how do you know which one is right for you? Learn about the pro's and con's with each and the factors to consider when maki…
3 Retirement Numbers You Can't Ignore
As retirement approaches, I hear from Ramsey listeners who wonder if they're ready, financially, to retire. Where do you start? I'm going to explain 3 key numbers you need to know that will help you …
Boost your Social Security income by 70%
Deciding when to take Social Security is one of your most important retirement planning decisions. You only get one chance to decide, and you could be leaving hundreds of thousands of dollars on the …
Can you retire with only $50,000?
When is it too late? Retirement planning is about more than one magic number. You'll hear the 3 key numbers you need to see if you're on track for retirement.
5 Easily Avoidable Retirement Mistakes
Imagine you're on the verge of retirement, looking forward to spending time doing what you love. You've worked hard, managed your money wisely, and are ready to bid farewell to the daily grind. But t…
Pay off the mortgage with your nest egg?
You don't want a mortgage in retirement, but will you have enough leftover if you drain your investments? I'll walk you through a simple process to determine if it's the right decision for you. To do…
2024 - Your Best Chance of Success
Questions are powerful--and they can change everything. I'll walk you through a journal guide I use to review the past year and plan for a powerful year to come. These questions have helped me make a…
Your 5-step financial checklist before buying a home?
You don't have to wait for mortgage rates to fall before buying a house. I'll share 5 things you can do to prepare financially.
Record number of 401k millionaires in 2023
401k millionaires are those who reach $1 million in their account. Why are there more now than ever? You'll also hear 6 things to do if you want to hit the $1 million threshold in your retirement acc…
Money Roadmap: Your 5-Point Retirement Plan Checklist
One of the myths people believe about financial advisors is that you need to be uber wealthy. I'm going to share a simple framework for managing your money that is used by the wealthy but can benefit…