Property Insurance Basics

Having adequate protection is a critical part of a comprehensive financial plan. In this episode we speak with Insurance expert Ron Martin from RMG on understanding the basics of property insurance and the role it plays in your financial plan. Podcast: Play in new...

Tax Law Change w/Denise Neason, CPA.

In this episode we discuss the recent tax law change with CPA Denise Neason from Bee Bergvall & Co. Denise will share her insights into the most impactful parts of the tax law change and considerations clients can make to their finances to best prepare Podcast:...

Mortgage Basics with Rich Chiappetta

In our first Planning Makes it Possible Podcast we review some mortgage basics with Mortgage Professional Rich Chiappetta from Country Mortgage Group. Podcast: Play in new window | DownloadSubscribe:...

You Had One Job

One of my favorite follows on Twitter is the ‘You Had One Job’ account. The expression, of course, is used to describe missteps by those who simply had one thing to do and yet were unable to do it. Some of the recent posts include the box labeled limes, yet filled...

Toothpaste, Sunscreen and Retirement

Recently I completed a book by author Charles Duhigg titled “The Power of Habit” ( Duhigg,2012). It was an interesting read about the structure and building blocks of habits and how our brain responds, both positively and negatively.  One interesting discussion was...