Category

financial planning

P&L: Priorities & Lifestyle Episode 2

  P&L: Priorities & Lifestyle Episode 2 - From Franchisee to Starting a Business During Retirement with Dan Phillips Listen Now!       Dan Phillips is the Owner and Head...

P&L: Priorities & Lifestyle Episode 22

  P&L: Priorities & Lifestyle Episode 22 – Family Transitions from the Perspective of the Next Generation with Chad Bruce Listen Now!       Chad Bruce is the President of...

P&L: Priorities & Lifestyle Episode 23

P&L: Priorities & Lifestyle Episode 23 – Running Everything on the Cloud with Kelly Herrod Listen Now!         Kelly Herrod is the Owner and President of Herrod Technology (Herrod Tech). Herrod...

P&L: Priorities & Lifestyle Episode 28

  P&L: Priorities & Lifestyle Episode 28 – What It Means To Be An Entrepreneur with James Loomstein Listen Now!       James Loomstein is a managing partner at Rogue Marketing...

P&L: Priorities & Lifestyle Episode 26

  P&L: Priorities & Lifestyle Episode 26 – Mentoring Your Career and Humanity with Burt Hicks Listen Now!       Burt Hicks is the President and Chief Strategy and Growth...

Thoughts on Things on Thursday | 02.10.2022

Human creativity is the secret ingredient of capitalism. Entrepreneurs and companies create new products, ideas, and ways of getting things done for the future with the knowledge and capital they have in the present. This process creates wealth...

Investing in a Complex Market

Today’s post was inspired by the excellent book: Team of Teams, by Gen. McChrystal Modern destroyers use gas turbine engines for propulsion and electrical power. As a young junior officer, I was required to learn all about these marvelous...

P&L: Priorities & Lifestyle Episode 25

  P&L: Priorities & Lifestyle Episode 25 – Building an Efficient HR Team with Jennilee Autry Listen Now!       Jennilee Autry is the HCM Account Executive at Paylocity, a...

Mental Health Matters

This week’s Thoughts on Things Thursday come with a heavy heart, but I can only hope they will help someone if they are struggling.  We lost two clients this week. One lived fully to an old age and died peacefully; the other tragically chose to...

Retirement Impacts Your Life

Have you ever thought about how the tips, tricks, and insights you share with others can have a lasting impact?  The sound advice you share with people can drastically change their lives even though it may seem so simple to you. We recently had a...

Economic Overview Q1 2022: Inflation

Rob’s Thoughts on Inflation: For my entire 30-year professional career, inflation has never been a factor. I have endured five bear markets, yet the peril of high inflation has not been a consideration for my clients ever until this year....

Are You a Top Priority?

Clients First As large service corporations become more efficient and tech-forward, it creates opportunities for those of us who build personal relationships with our clients.  When we bring on a new client, the first step is to help them...

Thoughts On Things | 3.10.22

  How will you respond to uncertainty? Impossible to Predict, Possible to PlanPeople are unpredictable, and therefore the future is unpredictable. In Christian terms, we call it free will, and it means we believe that God grants us the ability to...

Thoughts On Things | 02.24.22

Inflation is running at 7.5%. What’s your move? Inflation is hitting historic levels meaning this is the kind of stuff you tell your grandchildren about someday. Even depreciating assets, like your car, boat, or RV, have appreciated over the last...

Thoughts on Things on Thursday | 01.27.2022

In our recent semi-annual reviews with clients, it has become almost routine for us to look at portfolio returns together and say, “That looks great!” Well, last week was not so great. The market corrected, and there was nowhere to hide. Didn’t...

What Is A Roth Conversion And Why Do I Care?

I had a new client in the office this morning whose situation lends itself perfectly to a Roth conversion. They are 53 years old and have almost 2 million dollars in 401(k) and IRA retirement account funds. All of their 401(k) and...

Investing: The Long Game

“What’s one thing you wish you knew about investing when you were 20?” I was asked this question as a guest on a recent podcast. My answer? “I wish I knew how phenomenally well Apple stock was going to do because I owned it when I...

Is Tax Advantaged Really Tax Advantaged?

This is going to sound crazy, but maybe you should not be taking advantage of your 401(k). Maybe you should go ahead and pay taxes on your investments now, not later. Most of the people I come into contact with believe tax rates are...