How does your financial destiny compare? It’s easy to get jealous on social media because it seems like everybody is sipping Mai Tai’s on the beach, financially independent and nobody cares that guac costs extra. Meanwhile, you’re saving your money, planning for emergencies and controlling your spending. But what if you’re actually better off? Most […] Read more

If you’re under 45, your parent’s inheritance might not be part of your financial planning. That’s understandable. Inheritance is uncomfortable to think about and not an easy topic to bring up.The question is who is getting an inheritance.  You or someone else. But your financial future might just depend on the inheritance you’ll receive. Whether […] Read more

Whether you’re a parent, take care of loved ones or just want to make a difference in the world, you probably love to make an impact on other people’s lives by giving–whether that’s your time, money or something else.  I want to share a personal story of the idea that you can Give what you […] Read more

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Tim Austin is a veteran in the financial services industry. His passion was in helping parents solve their most immediate need – paying for their children’s college education while continuing to fund their lifestyle, pay off their home, and save for retirement. He’s a leading advocate of ‘old-fashioned’ spending and saving strategies – but don’t […] Read more

Mark Willis is a man on a mission to help you think differently about banks and financial uncertainty. He’s a financial planner, #1 best selling author, and the owner of Lake Growth Financial Services. Mark has helped hundreds of people take back control of their financial future with sophisticated, tax efficient financial solutions – and […] Read more

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In this episode, we interview Jonathan Rivera.  Jonathan is a serial entrepreneur and founder of The Podcast Factory. He’s a fellow coach for Brandon & Amanda. Simply put, Jonathan helps his clients to create an everlasting impact in their community through the spoken word. Today, Jonathan shares stories from his early days.  Listen to learn […] Read more

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Success Leaves Clues It doesn’t matter what field you’re in, success leaves clues others can follow. When you learn something new, you very rarely discover it for the first time. It’s usually something you’ve read in a book or seen on a Youtube video or heard from a friend. Without a proven model, success will […] Read more

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  It’s easy to live life just going through the motions, even if you want to do better financially for yourself and your family. A financial breakthrough is something most of us want, but getting one can be tough if you’re not doing the right things to make it happen. Some fret over their career […] Read more

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  Today, we’re continuing our tale of two twin Grandmas: Margaret & Mildred, and how they both took different forks in the financial road later in life, and how this decision drastically altered their future personal finances. If you missed part one, click the link below to go straight there and get up to speed: […] Read more

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  The 1930’s marked a crucial decade in American history. The Great Depression: One of the deepest, longest-lasting economic downturns in the history of the Western world, challenging many American families in major economic, social, and psychological ways. What if we could follow a set of twins that go down two different financial roads. Today […] Read more

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