Wealth Inside and Out Podcast

During their career, most people dream of a retirement with freedom, money, and peace of mind. Today’s landscape for a successful retirement is dramatically different and requires a new roadmap. In t…

Many people dream of traveling when they retire without depleting their nest egg. Today’s episode, “Travel on a Budget,” provides ideas and insight on creating a plan so you can do just that.

In this…

One of the most common questions I get is, “Are annuities a good investment for retirees or pre-retirees?” Because there is so much inaccurate information surrounding annuities, I thought it would be…

From heartbreaking schemes using your children and grandchildren to target you, to Ponzi traps dressed up as investments, and even romance scams that manipulate emotions—these threats are real, and t…

Have you ever received a suspicious email or phone call that made you pause and wonder, “Is this legit?” Well, you’re not alone. Fraud is on the rise, and scammers’ tactics are becoming increasingly …

A critical element of a successful retirement is achieving your required portfolio return. Many investors plan to accomplish this goal by creating a total return portfolio. This can work well until t…

Many people have or will inherit an IRA, and most people don’t know about their options or how to maximize their benefits. As a result, some beneficiaries get less money after taxes.

In today’s episo…

Investors choose and follow what they believe is the best strategy for them, but these sometimes fail to get the desired results.

Today, we will discuss why their efforts were unsuccessful and what f…

While most people understand the importance of completing an estate plan, many often fail to have an estate planning meeting with those responsible for bringing their plan to fruition. Without this k…

While most people dream of living a balanced life, it can feel impossible with all of our commitments and responsibilities.

Today, I break down how millionaires with fulfilled lives do things differe…

If the thought of retirement fills you with uncertainty, anxiety, or even fear, you’re not alone. In over three decades of working with individuals and couples preparing for retirement, I’ve seen the…

One thing successful people have in common is habits. Today, you will learn five millionaire habits. Comparing them with yours can help you determine which actions to change so you can more easily ac…

Most remodeling jobs are expensive, especially when you start replacing cabinets, granite, or appliances. 

Today, I share how I saved over $70,000 on my kitchen remodel at our cabin, with an end prod…

Most people have someone in their family who is not qualified or capable of managing their finances, especially when the situation is complex.  If you or someone you know is leaving an estate to hei…

Mental health is critical to every aspect of life, including money. Unfortunately, getting the support we and our loved ones need regarding emotional well-being can be challenging. Today, we explore …

One of the cornerstones of success is a plan. Today, you will learn what a financial plan is and why it is so important. Most people rely heavily on their car’s GPS system; a financial plan is your G…

Regardless of what is happening in your life, you must focus on what you can control in life, in business, and with money. Currently, many people are stressed about the economy, money, and politics.

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Most people want financial peace and to stop worrying or wondering if they will have enough money when they retire.

One of the first steps to achieve this goal is to spend less and save more money. I…

Many people are worried about their cash flow because they need more money now or believe they may need it in the future. Today, we explore the best part-time side hustles so you or your loved ones c…

We are in an unprecedented economic landscape that requires a different perspective and likely a revised or new financial plan. Tariffs, interest rates, inflation, and other economic indicators of a …