Videos

financial planning

Navigating Finances for DINKs and SINKs

In my 38 years of experience, I’ve noticed a distinct difference in how DINKs and SINKs approach their assets. Unlike individuals planning for generational wealth transfer, DINKs and SINKs often focus on maximizing the use of their wealth during their lifetimes.

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General Retirement

How To Retire Without Fear

It’s not just about saving for retirement; it’s about strategically preparing for the lifestyle changes and financial realities that come with it.

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financial planning

Understanding Asset Allocation For Financial Goals

How can we navigate the complexities of asset allocation in financial planning, to balance the rate of return, savings, and time to reach financial goals? That’s just one topic we’re covering in our latest podcast episode, all about setting your new year up for financial success.

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Ask The Planman - Episode 50 - Mindset, Skill Sets, and Habits With Brad Lea
Videos

Ask The Planman – Episode 50 – Mindset, Skill Sets, and Habits With Brad Lea

Ever wondered how to grow your personal brand successfully? Well, in Episode 50 of “Ask The Planman,” I had a chat with the infamous Brad Lea, a guy who knows a lot about business and branding (because, spoiler, he’s had quite a bit of success in both of those areas). Inside this episode, we talked about all the ways you can build your personal brand confidently.

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