It is often easier to explain difficult financial concepts using videos over words alone. Join us as we try to make your world financially simple.

November 2, 2021

Should You Use a ROTH IRA to Fund Your Child’s College Education?

Today’s question of the day is: “Justin, I read your blog post about options of where to fund your child’s college education for maximum savings. You mentioned a Roth IRA, so how exactly do I do that?”
June 21, 2020

“Should I Invest in Individual Stocks?”

So you want to invest? AWESOME!!  Maybe you have been reading a cool blog like mine or perhaps you had a friend tell you about this wonderful wealth-building tool! Regardless, it will not be long before you question if you should buy individual stocks. With the bull market we are currently riding, there are many people that would tell you that it is a good idea. But is it really?
May 7, 2019

3 Investing Apps – This Financial Planner’s Favorites

As a CERTIFIED FINANCIAL PLANNER™, I’m always looking for ways to increase the overall net worth of my clients as well as myself. Investing in your retirement accounts is obviously one of the easiest strategies to employ when working toward that goal. Additionally, I’m not really a fan of investing in individual stocks, however, with the various apps available, you can often play a little without ruffling your nest egg too much. Which is why today I’m sharing three investing apps I personally utilize to play (learn) and grow my wealth.
April 19, 2019

An Epic Financial Battle! Dave Ramsey vs Robert Kiyosaki! Who’s Right?

 Today we’re going to have an epic financial battle – Dave Ramsey vs Robert Kiyosaki. Dave Ramsey is famous for his Financial Peace series and Robert Kiyosaki is known for his book Rich Dad Poor Dad. Which strategy is right for you? Is one person right and the other wrong? They have completely opposing views when it comes to some aspects of finances. Well, this Certified Financial Planner is going to take a look at their top seven financial strategies and dissect them.
February 26, 2019

How We Avoided Capital Gains Tax on a Business Sale

Did you know that you could sell a business or a highly appreciated asset and not pay a dime in taxes? I know what you are thinking. Yes, it does sound too good to be true. However, this is not one of those cases. It is absolutely possible with a Charitable Remainder Trust. Though it is not for everyone, it can be a great method if you’re looking for ways to avoid capital gains tax on a business sale.
January 28, 2019

How to Manage a Sales Team Using the T.E.A.M. Approach

You didn’t get where you are as a business owner by yourself. You must allow your teams, like your salespeople, to do what they are good at doing in order to grow your business. But relying on your staff does not mean “set and forget.” You must know how to manage your sales team. When you’re trying to generate leads and make sales, I recommend that you manage them using a system like the T. E. A. M. approach as the starting point to creating your best-in-class sales force.
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