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Episode 484 The era of Digitization is rapidly expanding into the nuts & bolts of the industrial world. Join me and Jack Spirko as we discuss retirement, wealth and lifestyle design. This is a cas...
As retirement plan participants transition from the accumulation phase to decumulation, the focus moves from building wealth to ensuring sustainable income—what’s also known as “valu...
Navigating complex financial decisions is hard on your own, no matter how much money you have. A wealth manager can provide comprehensive financial planning, investment management, risk management and...
Not all millionaires live the same way, or think the same way. The upper class is often built on legacy, while new money runs on drive and ambition. They both have wealth, but their habits, mindset, a...
Medicare Advantage plan types explained—HMO, PPO, SNP, and more. Learn why switching plans can lead to unexpected costs and limited options....
There's a wealth of experts, businesses and charities that can help you age in place, with advice on fall prevention, home modification and much more. Use our directory to locate services near you....
Private placement life insurance (PPLI) offers almost unbelievable investment flexibility, estate planning and tax advantages. And it's completely legit....
Gen X usually gets ignored in the generational talk. But financially, they’re now front and center. With trillions set to change hands, Gen X is the biggest short-term winner in the Great Wealth...
Contrary to what college brochures suggest, a lot of millionaires never needed a diploma to make real money. They built wealth through trade skills, smart moves, and taking control instead of chasing ...
Communicating about your assets and plans for passing them on increases clarity while preventing surprises and family disputes....
I love index funds and ETFs for their low-cost nature and simplicity of ownership. However, if you want to build generational wealth before traditional retirement age, consider looking beyond just ind...
Millennials are on track to become the wealthiest generation ever. As trillions in wealth change hands, they’re positioned to gain more than anyone else. This gallery breaks down the numbers, tr...
Today we are answering your questions about estate planning and passing on of wealth to future generations. We talk about the value of giving your kids their inheritance earlier in life when they need...
Dentists and doctors oftentimes think differently about employment and stacking income. Here's what physicians can take away from dentists. The post The Wealth-Building Lessons That Doctors Can Learn ...
True financial and personal well-being requires alignment between your money, values, and purpose. But how do you bridge the gap between merely accumulating wealth and living a life rich with meaning?...
Are you living a life that reflects the legacy you want to leave behind? Join us as we wrap up our exploration of the Wise Wealth Matrix with this final installment. In this episode, we discuss: Why m...
Are you using your net worth as a score card? Join us for Part 3 of our exploration of the Wise Wealth Matrix and find out how wisdom can help you redefine wealth as a tool for meaning, balance, and c...
What does it mean to be wealthy and wise in mid-life? Join us for part 2 of our exploration of the Wise Wealth Blueprint and discover how to pave the way for an intentional, purpose-filled life. In th...
What does it mean to be wealthy and wise in mid-life? As part of our retirement coaching process, this is your opportunity to discover how to pave the way for an intentional, purpose-filled life by le...
You don’t need a degree to hit seven figures. In fact, some of the most reliable paths to wealth come from jobs that involve tools, trucks, and trades. This gallery highlights blue collar career...
Wealth rarely shows up all at once. It usually builds quietly in the background while everyone else is chasing shortcuts. The difference isn’t luck, it’s consistent habits repeated over ye...
For a while now I have noticed people quoting me from my books. At first it was just charming and brought a smile to my face. But then, as they continued and became more common, the number of quotes g...
Elon Musk is known as the richest man on the planet, but he didn’t get there by playing it safe or following bad money habits. He’s blunt, bold, and when it comes to personal finance, he d...
You might not notice it at first, but over time, silent expenses chip away at your wealth until your money’s slipping out faster than it comes in. These quiet costs often hide in habits that fee...
Discover how a Massively Transformative Purpose can make your money matter more by aligning wealth with meaning, values, and impact....
If your kids are likely to inherit and you're worried about how they'll manage, start talking about money and teaching common-sense habits as soon as you can....
If you want to grow your wealth faster than the average person, I suggest trying to think in two timelines that move together in unison. The first timeline is analyzing what's going on right now. The ...
Building wealth can seem like it will take a miracle. Compound interest (especially if you start early) might just be the magic you seek. The post Compound Interest and Saving as Much as You Can as Ea...
I’ll never forget when I was in the final two weeks of my career, making the rounds to say goodbye to colleagues and thank those who had been part of my journey. During one of those conversation...
Becoming a self-made millionaire isn’t about luck. It’s about behavior. According to multiple studies of self-made millionaires, the real difference comes down to consistent money habits, ...
You’ve heard debt is dangerous. And for most people, it is. But for the wealthy, it’s a tool — one that helps them buy assets, lower their taxes, and grow wealth without giving up co...
This retirement researcher notes that retirement confidence increases the most for those with access to advice who have a lower total level of savings....
Some families build wealth that lasts. Most don’t. What looks strong on paper often falls apart through habits that quietly drain it away. This gallery breaks down the behaviors that quietly des...
We need to keep the lines of communication with our clients open so that we can anticipate and help them navigate issues that arise over time....
Thermodynamics vs. Your Retirement Portfolio The universe is rigged against your wealth (here’s proof) Dr. Chen, physics isn’t just theoretical—it’s ... Read more...
Imagine being told you only have 12 months to live. What would you do with your time? Today on Your Money, Your Wealth podcast number 532, Big Al Clopine, CPA and Executive Producer Andi Last are thri...
6 reasons the $124 trillion Great Wealth Transfer may fall short: from healthcare costs to shifting Baby Boomer priorities. A closer look at real generational wealth....
If the stock market dips when you retire, your portfolio may not have time to recover. But having a structured income plan for your retirement years can help....
As most of you already know by now, as of May 20, 2025 there is a new, updated version of The Simple Path to Wealth available. Indeed, it has already reached #7 on the New York Times Best Sellers List...
Dave Ramsey says a lot of things people don’t want to hear. His advice isn’t for people chasing a rich-looking life. It’s for people who actually want to build wealth that lasts. So ...
There is more wealth out there than you think. But the government and media sometimes likes to trick us into believing there is not. Government data says the median net worth in America is around $200...
Looking rich is easy. Actually being wealthy? That’s a different story. Real wealth doesn’t flex, it builds, compounds, and stays quiet. The Millionaire Next Door nailed this years ago. It...
You might've heard the phrase, "Shirt sleeves to shirt sleeves in three generations," and the statistics back this up. What should be done? The post Generational Wealth vs. Enough appeared first on Th...
You don’t have to be Warren Buffett to learn like him. What you need is the discipline to cut the habits that quietly drain your time, money, and energy. Buffett didn’t build billions on f...
Financial literacy isn’t just a buzzword, it’s the difference between building wealth or getting buried in debt. It affects how people budget, borrow, save, and even how they pass those ha...
Believing you deserve to be rich is one of the most powerful psychological tricks to boost your wealth. With trillions of dollars circulating in the world, you have to ask yourself: Why not me too? Th...
I'm bullish on real estate. Yet I recently sold another rental property. This type of incongruence between thought and action can feel unsettling and even counterproductive to wealth creation. But it ...
The latest news from Pontera, OneDigital, SageView, and Edelman Financial Engines...
A Delaware Court in CES 2007 Trust just upheld the protections of a self- settled asset protection trust making this an important technique to protect your wealth....
An estate plan that covers everything from guardianship to digital assets and taxes — and is discussed openly — will give you and your family peace of mind....