Detach from the constant noise of the financial world and focus on what's Essential - family, purpose, and recreation. Tommy discusses financial and life strategies you can use to essentialize your life.
It’s important to ask the right questions before partnering with an advisor. On this episode, we answer all 7 of the "Interview Questions" recommended by Dave Ramsey and Chris Hogan:
What do you love about your job?
What services do you provide clients?
What is your investment philosophy?
How will we communicate about my investments?
How do you get paid?
How will you measure and evaluate my investment performance?
Can you tell me why the last two clients you lost stopped working with you?
The Dow recently set (another) record, closing at 27,359.16. Curious what should you do? With the market's near all-time highs, it's crucial to keep emotions in check and remain focused on your objectives. Here is some timely perspective to help identify the essentials.
There are some basic aspects of financial life that everyone should have a good handle on. We've made some of our powerful financial tools available for free because we believe everyone deserves access to them. On this episode, we discuss three key features and explain how anyone can take control and start using them now.
Traveling this summer? Here are 5 tips to help you get by with just a carry-on.
Air travel is stressful. While some stress may be unavoidable, like the long lines at security, other sources of stress, like dealing with luggage check-in and baggage claim, can be reduced. If you think checking in luggage for your two-week vacation is inescapable, think again. We discuss some ideas to help you get by with just a carry-on and by-pass the hassles (and fees) of checking in luggage.
Tommy read 3 really good (dare we say essential) books in 3 weeks and discusses the highlights and how they were indirectly connected. Tune in for our first Essential Reading book review! Authors: James Clear, Cal Newport, and Laura Vanderkam.
We get a lot of financial questions. A lot. One of the most frequent questions is something like "what do we think about Dave Ramsey" and "do you agree with his financial philosophies?" Want to know where we stand? Have a listen.
Slavery still exists today. In this episode, our chat with Brian Russo, the founder and Executive Director of EHW, is both inspiring and heartbreaking. Listen to learn the vision of EHW and then visit www.eyeheartworld.org to join the movement. Eye Heart World is a non-profit organization dedicated to fighting human trafficking and has roots and resources right here on the Gulf Coast.
A common question in the current economic environment, and for good reason. The causes of Recessions are often complicated, and they can be misunderstood and sometimes downright scary.
In this episode we answer these questions and more:
What is a Recession?
What are the 5 key Recession indicators to watch?
How close is the next Recession? When will it occur?
Season 2 is here! We're pumped for what's in store for 2019 and this season of the show. Preview what to expect as you edit your life, filter out the noise and focus on the Essentials - Family, Purpose, and Recreation.
Happy New Year! The difference between a dream and a goal is a plan. Use our Essential Planning Approach to help you identify and achieve your goals this year, and finally make those New Year's Resolutions a reality.
Do you ever find yourself in the middle of the year wondering how you missed your health goals? If so, this episode is for you! We discuss tactics to reach a healthier lifestyle which is an Essential activity!