Cover image of Financial Planning for Entrepreneurs and Tech Professionals

Financial Planning for Entrepreneurs and Tech Professionals

Are you busy with your life, but know there are smarter things you could be doing with your money? Are you confused by all the financial jargon and overwhelmed by the options?Breakthrough the complica... Read more

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Ranked #1

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Mortgage Payoffs

Mortgage Payoffs

Most people have one mortgage, the rich have two.I get asked the question often: “I have extra cash, should I put it tow... Read more

5 Jul 2022

19mins

Ranked #2

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Retirement Savings: How much?!?

Retirement Savings: How much?!?

If you Google “How much should I save for my retirement?” underneath all the advertisements for financial institutions y... Read more

28 Jun 2022

23mins

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Ranked #3

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Official Bear Market: What To Do

Official Bear Market: What To Do

With the market down 22%, we’re officially in a bear market. Is the pain causing you to make changes or re-evaluate your... Read more

22 Jun 2022

40mins

Ranked #4

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Intentional Attention (Part 2)

Intentional Attention (Part 2)

In part two of our conversation regarding your time and its value, Matt and I discuss the concept of intentional attenti... Read more

14 Jun 2022

20mins

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Ranked #5

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Attention: Don’t Make Your Family Compete With Your Phone

Attention: Don’t Make Your Family Compete With Your Phone

How do you know if you have a problem? Are you forgetting things in your life? Crucial moments with your children is som... Read more

7 Jun 2022

19mins

Ranked #6

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Protect Your Loved Ones: Estate Planning 101

Protect Your Loved Ones: Estate Planning 101

Imagine being dropped in the middle of a vast forest with no phone, no map, not even a compass. Scary thought, right? Wi... Read more

31 May 2022

35mins

Ranked #7

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How to Spend: Wait a Week

How to Spend: Wait a Week

Megan Rusell of Marotta on Money joins me once again to discuss how to enjoy your wealth and stay wealthy at the same ti... Read more

24 May 2022

40mins

Ranked #8

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(Part 2) Set up Automatic Savings – Your Future Self with Thank You

(Part 2) Set up Automatic Savings – Your Future Self with Thank You

Why is this important?Feel CONFIDENT about your financial future.Decision fatigue on two levels:Consistently remembering... Read more

17 May 2022

19mins

Ranked #9

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(Part 1) Set up Automatic Savings – Your Future Self will Thank You

(Part 1) Set up Automatic Savings – Your Future Self will Thank You

Why is this important?Feel CONFIDENT about your financial future.Decision fatigue on two levels:Consistently remembering... Read more

17 May 2022

24mins

Ranked #10

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What is Your Plan for a Bear Market?

What is Your Plan for a Bear Market?

The stock market is off to a shaky start in 2022. Many are asking: What should I do with my portfolio? It’s important to... Read more

10 May 2022

23mins

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