Wealth Inside and Out Podcast

Holiday spending is one of the main reasons people ruin their money plan. Creating a plan you can execute will dramatically increase your odds of enjoying the holidays and avoiding the overspending f…

The majority of articles regarding the habits of millionaires discuss common habits. Today, you will learn some not-so-common millionaire habits that have dramatically impacted my life and hopefully …

It can be hard to save in a retirement account if you make a lot of money. One of my favorite strategies is what I call “The Secret Backdoor Roth IRA.”

Today, you will learn what it is, if it makes s…

Dopamine loops drive our behaviors – good and bad. From eating, working, exercising, drinking, and many more, it’s paramount that you recognize the loops you are caught in and accentuate the positive…

Choosing the right money mindset coach or advisor can make all the difference in your journey to financial freedom. With so many different options, it can be overwhelming to determine which plan will…

One of the most common questions people ask is if  $1 million dollars is enough to retire.

While I'm not allowed to give you specific advice, today, you will learn what you need to know and do to ens…

One of the most common questions is, “Should I transfer my 401k to an IRA?”

Before we dive in, please note that you should consult a financial professional before making any investment or financial p…

Money scams continue to rob people of their hard-earned money.

In fact, the Federal Trade Commission reported that consumers lost almost $8.8 billion to scams in 2022, up 30% from 2021.

Technology…

Money anxiety disorder (MAD) is becoming more common among people of all ages. More than ever, people feel the squeeze, from the rising cost of goods to increasing insurance prices. Don’t just take m…

By spending your money wisely, you’ll have more to invest in yourself and the people you love. Most of us want to make the most of our money. And making smart money decisions is critical to securing…

One of the most common questions I receive is “How do I invest my money?” Since the market is at an all-time high and I am making some major changes to my personal portfolio, I decided to provide an …

Choosing the trustee of a trust is a major decision that can have excellent or devastating consequences to your estate plan. Therefore, it is critical that you take different scenarios into account w…

Many people struggle with overspending. When those close to you are struggling financially, it’s helpful to understand the how and why behind the addiction. This will also help them on their journey …

The millionaire advice I have learned over the last three decades (yes, it is hard to believe I have been at this for over 35 years!) is priceless.

Some insights may seem like common sense, while oth…

One of the most common questions we receive is, “Should I Buy Long-Term Care Insurance, and What Does It Cover?”

Today, you will learn the A-Z of long-term care insurance and why it is so critical to…

Creating a financial reset is critical to building a secure retirement and future.

Today, you will learn insight to help you assess your current situation and determine what you need to do to ensure …

The million-dollar question for people planning their retirement is “When Should I Take Social Security?.”

Your decision to take Social Security Income (SSI) can mean a difference of hundreds of thou…

Do you ever feel overwhelmed with your money or want to simplify your finances?

Regardless of how much money you have or make, most people at one point feel anxious, worried, or overwhelmed regardin…

Would you like insight into the number one indicator of your success?

The Worth Barometer measures your belief and self-esteem and is the most significant discovery of my 40-year career. It dictates …

Too often, people make estate planning mistakes simply because they don’t know what to do or how to do it. Today, we will explore the technical and real-world aspects of creating an effective estate …