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Volatility and Vision: Understanding Market Moves and the Path to Financial, Time, and Purpose Freedom – 04/12/2025
Addressing Market Declines and the Retirement Mindset – 04/05/2025
Navigating Market Volatility and the Looming Debt Challenge – 03/29/2025
Investment Accounts for Children and Grandchildren – 03/22/2025
Navigating Market Corrections and Redefining Retirement – 03/15/2025
John Templeton’s 16 Rules for Investing – 03/08/2025
How UCI Manages Money (Buy List) with UCI Investment Committee – 03/01/2025
Questions to Ask Financial Advisors – 02/22/2025
Retirement Withdrawal Strategies – 02/15/2025
Senior Home Care with Visiting Angels with guest Patrick Smith – 02/08/2025
Tariffs, Gold, and the Debt: What History Might Teach Us About the Road Ahead – 02/01/2025
Roth IRA Conversions: The Why, the Why Not, and the Rest of the Story – 01/25/2025
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