Cash is Earning What?!??

Cash is Earning What?!??

Is your cash generating interest of over 4%? Did you just say that cash is earning over 4%? Isn’t that better than the market right now? Is your financial advisor paying attention to what your cash is earning? I was having a conversation with a neighbor recently. We...
Fiduciary Apple Pie

Fiduciary Apple Pie

Within financial planning, there is a broad spectrum of ‘advisors’ out there. Some have a fiduciary duty and some do not. I don’t typically like to rank things using words like good or bad, but there are some really bad advisors in this world. In fact, good advisors...
Chocolate and Peanut Butter Financial Advice

Chocolate and Peanut Butter Financial Advice

I’d like to welcome you to listen to my short story about how I got where I am today and how baking and financial planning go together like chocolate and peanut butter. Perhaps you will even find a few crumbs in here to help you on your journey! See, I’m a Capricorn....