The Chris Burns Show artwork

The Chris Burns Show

257 episodes - English - Latest episode: over 3 years ago - ★★★★★ - 29 ratings

Chris is the founder and principal of Dynamic Money, a financial planning company in Atlanta, and is passionate about helping people build strong financial plans flexible enough to be effective for all of life – not just the easy parts.

The Chris Burns Show is recorded LIVE in Atlanta on 95.5 WSB to help people like you reach your dreams and understand how real headlines have a real impact on their lives.

We want you to become excited about your money, your dreams, and learn how to take real steps towards your goals even when life happens.

If you’re listening, your future is important to you and you have BIG DREAMS. Let's talk about what's been going on...

Investing Business News finance money money advice practical advice chris burns wsb radio financial growth life wsb dynamic money
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Episodes

The Stock Market Has Been Great This Year And You Should Be Worried

December 07, 2017 10:00 - 6 minutes - 6.43 MB

Overall, this has been a strange year in the stock market. We've set records for the amount of time gone without any drops in stocks. No one’s complaining, but it’s not normal and you shouldn’t expect it to continue. This week was a great reminder of that. In the last week the market has gone up and down in a way we haven’t seen in awhile. In the last week the market has gone up and down in a way we haven’t seen in awhile. Thursday, stocks shot up. This was mostly due to the expec...

The Two Groups That Have The Most To Lose From The New Tax Bill

December 05, 2017 15:05 - 18 minutes - 16.9 MB

Although many people, myself included, doubted it would happen, the Senate passed the Tax Cut Bill. Big changes are coming to the tax system, although all the details still need to be hammered out. These changes will affect billions of Americans and it will affect all of us either positively or negatively. It’s impossible to walk through every possible scenario, but there are two main groups that will lose out the most from these proposed changes. Big changes are coming to the tax...

Could Your Permanent Life Insurance Turn Out To Be Not So Permanent?

December 02, 2017 10:00 - 4 minutes - 3.83 MB

Life insurance coverage has been a debate that’s gone on for decades. Need proof? Ask your parents their opinion.  In this episode of our "Lightning Round," Kyle asks why it seems that his parents are being scammed by their “permanent” life insurance. How can something "permanent" suddenly disappear?   Life insurance wrongly becomes oversimplified into two main categories: right and wrong. This just isn't the case.   Don't allow yourself to oversimplify this tool as a black and...

When Debt Can Be Okay And When It Is Surprisingly Good (Lightning Round)

November 30, 2017 10:00 - 5 minutes - 5.08 MB

  In this Lightning Round, Amy asks the begging question: "If there is bad debt, does that mean there is good debt?" The answer is simple, yes. In the 5 minute clip above, I highlight a common mistake in regards to paying off personal debt. D** on't assume all debt is bad.**   Homeowners - pay attention, friends!   Sure, we can all agree on the obvious bad debts like credit cards, high-interest personal loans, etc. The majority of people I meet with will agree that there are go...

Interview: Grace, "Villages", and Good, Old-Fashioned Hope With Andy Cook

November 28, 2017 13:17 - 1 hour - 104 MB

Meet, Andy Cook.  Well, actually meet Andy, Martha, and more kids than most kids can count! But, we're going to hear more about these beautiful people from Andy. Andy is the President and CEO of Promise686, an organization that assists families and churches to care for vulnerable children by providing financial assistance, community support, and adoptive and foster care related education. (You probably know about our partnership with Promise686.) Andy shares the story of receivin...

How to Protect Yourself from Abusive Financial Practices

November 24, 2017 10:00 - 13 minutes - 12.4 MB

There are some abuses in the financial world that you, as the consumer, have no control over. For example, with the Equifax breach, consumers had no control over the company’s security. However, what you can do in those cases is take steps to protect yourself, like freezing your credit.   RELATED: SHOULD YOU REALLY FREEZE YOUR CREDIT?   The question is, how do you protect yourself from people using abusive practices?   TIAA-CREF, which cares for close to a trillion dollars in ...

Why Your 401k is Sabotaging Your Savings

November 22, 2017 10:00 - 12 minutes - 11.2 MB

I’m about to share some controversial advice with you. So take a minute and hear me out. Some of you reading may need to stop investing in your 401k. Again, just wait a second and listen. It could be vital to your financial plan.   The 401k is the sacred cow of American finance—and for good reason. 401k’s offer amazing benefits such as special tax treatment, forced/automated savings, and free money when your employer matches your contribution. Sounds great, right?   Why in the...

How to Prepare Your 2017 Taxes for The New Tax Reform

November 20, 2017 15:16 - 12 minutes - 11.2 MB

The short answer is: don't. The Tax Reform bill has passed the House, but it still must get through the Senate. You can depend on Congress as much as you can depend on my 2-year-old. I’ve had several clients come to my office either excited about the potential changes to the tax code or terrified of what it would mean for their finances. Regardless of where you fall on the issue, the fact remains that everything is up in the air. The best way you can prepare is to make sure you have your ...

Splitting Assets Like Inheritance After Divorce (Mini-Episode)

November 16, 2017 10:00 - 4 minutes - 4.05 MB

This mini-episode comes directly from a question sent to our teamand is part of the show's Lightning Round where we answer your questions. Do You Divide Inheritance Among Assets?   First off, I'm sorry. I can only assume this question comes at a painful time in your life. A divorce is one of the hardest things you may walk through for many reasons, but certainly it is the case financially. How you split an inheritance depends on the state you live in to exactly how your assets w...

Can't Open An IRA - What Should We Do? (Lightning Round)

November 14, 2017 10:00 - 4 minutes - 4.02 MB

This mini-episode comes directly from a question sent to our teamand is part of the show's Lightning Round where we answer your questions. Does An IRA Still Work Even If You Don't Work? This question comes in from Lisa, who may have received bad advice from the bank. The truth is: anyone who is working can open an IRA - an individual retirement account, but there's more to it. If your spouse is working, and making at least $13,000 of taxable income annually, you should BOTH be a...

A Better Option Than Long-Term Care For Your Retirement (Mini-Episode)

November 10, 2017 10:00 - 6 minutes - 5.59 MB

This mini-episode comes directly from a question sent to our teamand is part of the show's Lightning Round where we answer your questions. Terry asks Chris about the value of long-term care insurance.   What do you need to consider as you plan for retirement?   Over 90% of insurance companies have increased the costs of long-term care coverage.    Listen in to hear how to better understand your costs & create a plan to protect your future Chris helps Terry learn how to protec...

Is It Worth Investing In A 401k With No Match? (Mini-Episode)

November 08, 2017 14:51 - 5 minutes - 4.66 MB

This mini-episode comes directly from a question sent to our teamand is part of the show's Lightning Round where we answer your questions. Listen In & Hear the Answer Context is everything here, but this answer is relevant for anyone with or without a 401K employer match. We dive into if the 401k is the best use of your personal finances.   Here are the Foundational Things You Need To Do Before You Invest In A 401K   1. Do You Have An Emergency Fund? We recommend building thr...

A Conversation With HIPnation & Will Hall On Healthcare, Insurance and Innovation

November 06, 2017 10:00 - 1 hour - 57.8 MB

Forget Everything You Know About Insurance & Healthcare Before You Go Any Farther   Will Hall has a passion for life and wants to see individuals live healthier, more fulfilled lives. This is an incredibly refreshing message to hear and one that has been desperately missing in the healthcare and insurance world! As the CEO of HIPnation, Will brings a healthcare model that is rooted in INNOVATION and SIMPLICITY to create a better solution for physicians and patients. Will has been...

Be Confident You Will Retire

November 03, 2017 12:47 - 8 minutes - 7.74 MB

How Much Is Enough for (YOUR) Retirement?   What is the basis for knowing that you will be okay in retirement?   I'll always remember one of my wealthiest clients who was a top-level CEO for many years. We sat down for dinner, just the two of us. He looked at me before the meal arrived, and said: "Chris, are you saying I'm really going to be okay? I just don't know." That moment was powerful. It was a lesson for me. It affirmed that confidence in retirement isn't a number. It i...

Retirement Watch: The 401(k) Is Under Attack

November 03, 2017 12:47 - 21 minutes - 19.8 MB

will everything be o(k) ? If  the proposed massive tax cuts are approved the government will need to find a solution to make up for the extreme loss in revenue. Where do they turn? Well, 2/3 of American workers have access to 401(k) plans, and just when we thought it was safe... it may be on the table.   republicans must solve the revenue gap tax cuts will create.   401(k)s are a sweet place for the government to look as half of Americans are investing in a 401(k) plan. There a...

Expecting the Unexpected & Tax Reform

October 27, 2017 09:00 - 19 minutes - 18.3 MB

Tax reform is coming very soon and can affect you.  In case you missed it, we touched on what this could mean on last week's show.  Any fans of the Rocky movies out there? Remember how before the fights there was all this boasting, yelling, and a lot of hype? None of it meant anything until they got in the ring.    That's a little bit like what's been happening between the Senate and the House, Democrats and Republicans. There's been a lot of hype, a lot of tweeting, but now we ...

Where Should you Invest If You're In Your 20's, 30's, or 40's?

October 25, 2017 21:00 - 12 minutes - 11.8 MB

We are breaking lots of records right now. The S&P hasn't had more than a 3% drop in months now, the longest streak ever.    Volatility isn't a bad thing.    It's normal to have ups and downs in the market, so it is particularly strange to go this long without a drop. It's giving a false sense of security.    **Think of the long game.  ** If you're younger (20's, 30's or 40's), now is the time to invest. You have to drop this idea of market timing. Jump in now! In an articl...

Buyer Beware: The Bitcoin Bandwagon

October 23, 2017 21:25 - 13 minutes - 12.6 MB

Don't put all your bitcoins into one basket.   Bitcoin is up 900% from a year ago. With that crazy amount of growth, it sounds sexy and exciting. Who doesn't want to get rich quick? It's hard not to feel like you're missing out.  "You could be a millionaire in 6 months!" and "You could turn $100 into a retirement fortune!"  These are all things people trying to get you to invest in Bitcoin have said. In fact, three of my clients this week have called to ask about it. I'm not sur...

Nerd Alert! Behavioral Economics + Your Money

October 21, 2017 18:44 - 20 minutes - 19.2 MB

Money Management Doesn't Always Feel Good We like to think we always make decisions based on logic and reason, but it is important to realize emotions can sometimes get in the way.   FACT: emotions have the ability to drive our decisions.  Often what prompts your financial judgments is based on the comfort, insecurities, or feelings within ourselves. Instincts are powerful, and not always bad. However, if your instincts are negatively affecting your future, it may be time to cha...

What You Need to Know About The Tax Reform (Plus: Who It Hurts)

October 20, 2017 09:00 - 16 minutes - 15.3 MB

If You Love Taxes Stop Reading Not liking taxes is something everyone can universally get behind. Despite having disagreements about the fine print, everyone mutually hates taxes. Republicans have put out an aggressive agenda, and if it can happen it would be the first time since 1986! This reform is more than just the long-term impact on you; Congress feels like they have to do something here as the Republicans are in control of the House, the Senate, and the Presidency.   Whil...

Should You Really Freeze Your Credit?

October 19, 2017 09:00 - 14 minutes - 13.6 MB

Let's Face the Equifax Two-thirds of all Americans with credit reports had their information accessed during the Equifax 'data breach.' That is insane. By now you've heard how the scandal is compromising millions of Americans' personal data. Richard Smith, CEO of Equifax, testified in front of Congress that Equifax "...didn't really understand the severity of the breach and did everything they could."  Beyond this being unacceptable  for so many reasons, it brings up a conversati...

Every Angle of The Major Healthcare Changes

October 17, 2017 21:40 - 25 minutes - 23.6 MB

What In the Health Is Going On?   Republicans have been laboring for reforms to health care since President Trump was elected, and have repeatedly failed -- often in dramatic fashion. President Trump made two huge announcements to change the way healthcare looks moving forward. The government announced they are:   1. Opening More Healthcare Options for Individuals and Businesses.   2. Ending Subsidy Payments to Health Insurers.   **How Does This Impact You? ** The foundatio...

Why "Peace" May Be The Most Dangerous Financial Foe of Today

August 25, 2017 15:39 - 12 minutes - 11.6 MB

It's been ten years since the big recession. It may still hurt like it is a wound from yesterday, but a decade separates us from the last major market drop.   Now, we sit on top of the market again. Is it time to brace for a catastrophic global recession?   Well, the big drop isn't actually as concerning as another danger that you need to focus on: peace.   There Is Incredible Danger In The Current Financial Peace You May Be Experiencing   The danger today is different than ...

Certain Bank "Specials" Can Damage Your Retirement Dreams

August 22, 2017 18:04 - 10 minutes - 10 MB

  Banks are beginning to feel like used car dealerships. If your bank is caught offering a "special," take caution before you trust the promotion to move you closer to retirement. A.K.A. RUN. Trust me, I know and love bankers. But the reality is banks are not looking out for your best interest the way a financial planner is legally obligated to -- and therein lies the problem we're going to reveal in today's show. (Plus, hear me share how I would avoid people seeing how UGLY my ...

The Financial Impact of This Crisis + How to Prepare

August 21, 2017 13:37 - 15 minutes - 14.5 MB

Without reason, we have all witnessed harrowing acts happening around the world and in our country over the past weeks. It has been tragic. We've been forced to deal with dark realities of pain and loss. While we hate to see others deeply affected and think of our comfort, dreams, and plans for the future, I can tell you how many people reached out to me with questions.   I have repeatedly been asked about the impact of the terrorist attacks on your financial future. I talk about...

How Much Is Enough for Retirement? (Mini-Episode)

August 11, 2017 09:30 - 4 minutes - 3.85 MB

Paul was in a conversation with a friend who told him to save 15% more than he expects he'll need for retirement. He sent us a question asking if his friend was right. The core of the question is this: How do you know if you'll have enough money for retirement?   The problem is there is no easy way to know your "number" because it's tied to your life and what you dream for the future. How much do you save?   How much do you spend?   Do you want your money to sit in the mark...

Retirement Strategy for Entrepreneurs + Hiring An Employee (Mini-Episode)

August 10, 2017 09:30 - 3 minutes - 3.45 MB

We work with a lot of entrepreneurs and here is the deal: If you are an entrepreneur you might be wasting money right now.   I'm amazed when I meet with entrepreneurs and see how much money is consistently being given away. A lot of entrepreneurs are missing out on their taxes they don't even know about. But, I'm distracted before I even get started.   As an entrepreneur, hiring an employee changes a lot in regards to taxes and retirement planning.   BEFORE: Without an emplo...

Is the Age of Retirement Changing? (Mini-Episode)

August 08, 2017 09:30 - 4 minutes - 3.78 MB

Yes, a lot of people are looking to work at least until 65, but many are planning for 70. This common thought is based a lot on the crash and thinking how they can meaningfully reach what they need.   A lot of people assume they have to keep going forever.  Despite the common belief, **** that isn't true unless you've run some actual tests!   The only way to know what your exact retirement will look like is to plug your information into some of our predictive tools  to create a ...

The Right Way to Plan for End of Life (Mini-Episode)

August 08, 2017 00:07 - 7 minutes - 7.2 MB

Most people don't talk about end-of-life planning enough, and it shouldn't be treated as a taboo topic. The first step is to have the conversation.   When you pass away, you can leave behind an inheritance or family conflict.   The realities around end-of-life aren't easy, but communication is key. Listen in to hear where you should focus and plan.   1. End of Life is Expensive (Listen in at 3:14) It's important to know the current situation, but understand that the last year...

Are You In A Retirement Savings Crisis?

August 05, 2017 13:45 - 18 minutes - 16.5 MB

Here's the state of retirement planning today:   The baby boomers are preparing for retirement. Social security is in trouble. (We basically become insolvent in 2034) The median household has a little more than $100k saved.   The combination of these things isn't exactly a winning formula. Are we going to be okay and, either way, how can you know what to expect in retirement? Listen in as we explore the deeper reality here.   There Been A Historic Shift in Retirement Strateg...

Counter-Intuitive Financial Wisdom That Works

August 04, 2017 02:32 - 10 minutes - 9.33 MB

The current headlines are full of drama, and it's easy to forget that we're doing pretty well in three major areas to gauge growth. 1. The market is up BIG. We are sitting on the seconds largest bull market in history. 2. Housing values are up! It's the third fastest growth in home values in recorded history. 3. Unemployment is at a historically low level.   How do you make the most of this state of financial prosperity? The answer for long-term success is actually counter-intu...

So... The Healthcare Fight is Far From Over

July 31, 2017 15:05 - 22 minutes - 20.7 MB

Is the healthcare conversation over? Trump's tweet hours after the vote of the "Skinny Repeal" would say it is not... 3 Republicans and 48 Democrats let the American people down. As I said from the beginning, let ObamaCare implode, then deal. Watch! — Donald J. Trump (@realDonaldTrump) July 28, 2017 Trump believes that if we let the system fail, change will emerge. But, what role could Trump and the executive branch play in helping it fall apart?  Could Trump find a way not to ...

The Housing Market Right Now

July 21, 2017 12:06 - 11 minutes - 10.5 MB

Right now the housing market has been through the roof! 2012 was actually the bottom of the housing market and since then it has been the third fastest growth in housing markets ever!   If you are someone who is thinking about buying or selling, it's important to know these simple guidelines.     Here Are 3 Practical Guidelines For TheHousing Market Today:   1. If Your Home Is Valued Over $500,000 You Need To Rethink Moving Homes valued over $500K are actually stagnant and ...

Your Questions Answered - 529 Accounts, Financial Gray, Establishing Credit for Your Children, & Top News Sources

July 20, 2017 15:30 - 18 minutes - 17.1 MB

We are bringing back the "Lightning Round." Every week we answer so many great financial questions that are sent in online or brought up in conversations. There are four topics we heard over the past week that make this episode of the show. Listen in to hear how we answered them. We hope you find this advice helpful if you've thought similar questions. Find The Financial Advice You Want Listen in at 2:29 For 529 Accounts. Jess asks about 529 accounts and the best way to save for...

When Do Breaking Records Really Matter To Personal Finances?

July 18, 2017 12:36 - 13 minutes - 12.3 MB

What does it mean for your personal finances when the market breaks another record? It seems like we keep hearing of MASSIVE record-breaking success. When should you care? Listen to the entire Podcast or read some of the highlights below.   Another Breaking Record... So, Now What?   When the market breaks a record all it means is we've reached a new high, but...   All that should matter to you is where you started.   If the market breaks a record and you jump in today. Toda...

Making Sense of The Healthcare Bill + A Surpising Solution My Family Chose

July 17, 2017 12:01 - 19 minutes - 17.5 MB

This healthcare bill is facing a massive battle. At the core of the fight is simply this: Are we the kind of society that is okay letting people fail?    Let's make the healthcare bill simple, explain the two schools of thought and then share what I found as a surprising solution one year ago that works for my family. _Listen along to the whole show or read a brief overview below! _   Let's Make This Healthcare Bill Simple. Ready?   Are we the kind of society that is okay wit...

Are You Being Aggressive Enough With Your Money?

June 15, 2017 09:30 - 15 minutes - 13.8 MB

The stock market is up double digits. It has been now for years. We've seen a jump of more than 300% since 2009! It's insane. But, are you seeing similar numbers of growth in your account?   If you haven't seen the growth you think is possible in the second longest bull market in history -- maybe you should be more aggressive with your finances. We discuss this more live from the radio show. Listen in.   It's Important To Track The Right Growth - Here's Where It Matters Most ...

Your Wealth Could Be Suddenly Impacted by Big News In Great Britain

June 13, 2017 17:40 - 11 minutes - 10.9 MB

A lot has happened in the global economy over the past week. The U.K.'s vote to leave the European Union can drastically impact the U.S. economic market. There are two clear takeaways you can apply after we break down all that has happened in this week's global economy. The Exit of Brexit? It's To Be Seen...   Brexit, the declaration of Great Britain to leave the European Union, was changing the established order. And even though the vote for Great Britain to leave happened, th...

Today's Best Financial Advice Has To Be About More Than Wealth

May 25, 2017 09:00 - 6 minutes - 5.73 MB

How do you know if your good at your job? How are you graded? Financial advisors today have it easy if they are only responsible is to make you money. The market is unbelievably good. They could make you money and give you terrible financial counsel.   Here's one major thing you need to be sure you are hearing from your advisor today outside of growing your wealth:    Making Money Is A Good Thing. But, Keeping It Safe Is A REALLY Good Thing.   I have a HUGE pet peeve about fi...

What The Last Market Drop Should Make You Realize About Retirement

May 23, 2017 09:00 - 17 minutes - 16.1 MB

The market had the biggest drop of the year last Wednesday.  And even though all economic data is positive with strong reports of growth, President Trump is unpredictable. This is not a political statement this is a financial reality. Here's what you need to realize about retirement today whether you are close to retirement or just beginning to invest:   How Will The Drama in Washington And Market Fluctuation Impact You?   My financial advice is different if you are nearing re...

The Stress-Free Solution To Getting Your Money in a Strong Place

May 17, 2017 21:00 - 11 minutes - 10.6 MB

There is a different way to approach finances. It's what motivates us to meet with clients. You have to have control of your finances to have control of your life.   Where You Start Is Important. Start By Identifying What Matters Most To You     For me, it's my family. It's investing in them and shaping who they become.   The reason we talk about finances isn't so you can get the highest return on your bank accounts.   Money is a tool towards the life you want. The life ...

Healthcare? Taxes? Life? Know How To Protect Your Finances Today

May 17, 2017 09:00 - 15 minutes - 15.1 MB

The two biggest expenses facing most Americans are healthcare and taxes. The status of both are up in the air and causing a great amount of stress for millions holding there breathe awaiting what is going to happen.   In short, there are a lot of question marks on healthcare and taxes.   How do you plan for what you don't know? Here's how you can create financial stability in a time of uncertainty. A Great Financial Plan Today Has To Be Flexible Above All Else   How you make ...

We're In One of The Fastest Increases of Home Values Ever

May 05, 2017 09:00 - 5 minutes - 4.99 MB

Right now you can lock in a crazy interest rate but is the rush of buying a home forcing you to overpay? The housing market is crazy right now if you are looking to sell, and dangerous if you are wanting to buy. Listen in to my advice to home buyers.   Have you watched houses in your neighborhood fly off the market?   Home prices are up 40% since 2012. It's the third fastest growth of home rates since the 1890's.   Some of you right now are tempted to make rash decisions bec...

The 100 Day Challenge Revisited - Securing Your Financial Dreams

May 03, 2017 09:00 - 8 minutes - 7.6 MB

No matter what you think about Trump we all agree on one thing that he is unpredictable. The markets have responded to his unpredictable announcements. Here we sit, 100 days into his Presidency. What happened? What will happen? How can you be best prepared so that your future looks how you dream it will?     Trump's Presidency has industry leaders looking for advice. I had a financial advisor call and ask me for help on how to invest his clients with the market right now.   T...

Trump's Tax Plan Made Simple - Here Is Everything You Need to Know

May 01, 2017 09:00 - 13 minutes - 12.1 MB

Trump's proposed tax plan is both incredibly remarkable and disruptive. A few things about Trump's tax plan stand out. Here are three main keys to understanding how it impacts your financial future and personal savings plan.   Let's Start With My Favorite Criticism of Trump's Proposed Tax Plan   The Wall Street Journal quoted Lilly Batchelder, a former Obama Administration aide who now teaches at New York saying, "This plan could have been written on a napkin and the changes co...

How To Eliminate Money Stress & Enjoy More of Life's Moments

April 27, 2017 09:00 - 11 minutes - 10.5 MB

If you are stressed to make it month to month on your income, or you just are on the spectrum of worry and want some advice, this two-step solution will bring you immediate peace of mind. This is how I, Chris Burns and More Than Money, advise my clients to eliminate financial stress and live a better quality of life.     Sometimes it just helps to hear someone else's story that you can identify with who is willing to say that life can be hard.   I recently met with a couple by...

Is social security going to be there when you reach retirement?

April 26, 2017 09:00 - 12 minutes - 11.4 MB

  Is social security going to be there when you reach retirement? This is easily one of the most common questions I get when I meet with clients. The data on this is scary. The social security trust fund is in massive trouble.   Social Security Is In Big Trouble We have 32 trillion dollars in unfunded liabilities and it will be exhausted by 2034. When that goes away we are relying on tax dollars.  Something is going to have to give.   No matter what ends up happening, we kno...

When Is The Right Time for Safe Money Amidst High Political Tension?

April 25, 2017 17:27 - 12 minutes - 11.3 MB

This is the highest level of intensity we've seen in over a decade. From North Korea to Russia, to Iran the market is forced to respond. But, what does that mean for your personal finances and staying on track to reach your investment goals? We break down the number one key to financially succeeding during this volatile season in this episode of More Than Money.     When volatility looks to be on the horizon, we see people shovel money from "risky" assets like stock into safer t...

The Right Investment To Win In The Long Run (I LOVE BEING RIGHT)

April 20, 2017 09:00 - 10 minutes - 10 MB

Oh man. Is there a better feeling than finding out you're right? The answer is yes. Because in this case it's helped hundreds of my clients and now not only am I right but also they get to reap the rewards.   I'm referring to a 15-years study that broke this week and released years of data looking at mutual funds and their cost and benefits.   This is HUGE because the far majority of my clients have 401K's composed of mutual funds and some simple, small changes will equal BIG lo...

Uncertainty In The World. Confidence In Your Personal Finances

April 18, 2017 09:00 - 11 minutes - 10.9 MB

How does dropping the largest non-nuclear bomb in U.S. history impact your finances? Let's get practical and look at what you need to know and how you can best respond.     A quick recap of the huge global news happening over the past weeks! There is incredible tension in Russia because of the U.S. bombings in Syria.  The tension between the United States and North Korea continues as North Korea experiments with their nuclear capabilities.  Trump has met with China, and he con...

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