Video Education

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 4, 2017

November 4, 2017

5 Tips How You Can Make Money on YouTube

When it comes to digital video content, we all know that YouTube is the king of content. When I started my blog, I also created a YouTube channel to host the videos that I create for you. For me, it was another excellent avenue for reaching people to help make their lives financially simple. We’ve all heard these crazy success stories of people making hundreds of thousands of dollars a year from their YouTube videos. Many times I get asked, “Justin, do you make any money off those videos?” So I thought I would share some tips with you guys on how your YouTube channel could help you pocket some extra cash.

November 2, 2017

Comprehensive Wealth Management: Do You Need It?

We recently had a new client come in for an interview. They were interviewing our firm, as they were looking for help when it came to their portfolio. As our conversation progressed in that meeting, I noticed that investment management is not what they really needed. What they actually needed was comprehensive wealth management. If you’re wondering what that entails, let me explain a little more.

October 20, 2017

What is a Tax Triangle and Why Does it Matter

The Tax Triangle – a concept I utilize with our clients that we work with for years and years and years. It is a concept I use to illustrate where to position our money today so that we end up with the most favorable income coming to us in retirement… for tax purposes. But what is a Tax Triangle?

October 6, 2017

The Millionaire Club – Do What Millionaires Do to Become One

There’s a study I like to read every year it’s done by the Spectrum Group Research Group, that provides some fascinating information concerning millionaires. In this particular study is a survey of American millionaires. I’m going to working hard to be part of the millionaire club! See I want to be a millionaire. I mean I really, really, really, really, want to be a millionaire. They surveyed millionaires from across the United States about how they spend and invest their money. When we can see what they are doing it can be a lesson on what we need to emulate to reach that status as well, right?

September 21, 2017

Best Way to Invest?

What is the best way to invest money if you do not need the money for ten years or more?

September 13, 2017

Why You Shouldn’t Buy a New Car

Now might not be the best time to buy a new car. In 2014, there were 16.5 million new cars sold in the United States producing an all-time record high. Then the very next year in 2015, another record-breaking year with sales topping out over 17 million. Additionally, in 2016 the numbers once again topped the previous years’ with another record – 17.5 million new cars sold. Although 2017 did not actually break the record, 17.3 million is a monster number of cars sold. It’s pretty amazing, but why are these records happening?