Discover Your Financial Behaviors To Achieve Financial Success

Financial Behavior Discovery

When it comes to building a plan for financial success it’s important to make sure that you are following a process that helps you live your best life, not just get by. As I wrote about a few weeks ago the first step in any true financial plan should be to get a firm grasp on […]

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Reviewing Your Form W-4 After Tax Reform – Can You Increase Your Take Home Pay In 2018?

IRS Form W-4

Whew, you filed your taxes on April 15, just in time. Now you can kick back, relax and forget about the IRS until next April 14th, right? Not so fast! Despite the fact that you’d rather be thinking about Summer vacation than taxes, now is a great time to start planning for next year. Why? […]

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You Are The Chief Financial Officer of Your Own Life, Your Financial Planner Is A Consultant

financial planning

When it comes to your money, it’s important to remember that you are the Chief Financial Officer of your own life, not anyone else. It can be easy to outsource this responsibility to a financial advisor, but that is the wrong approach to take. By becoming your own Chief Financial Officer (CFO) you’re taking ownership […]

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Why A Financial Planning Framework Is So Important

steel framework

Creating a financial plan is something that can’t be done randomly. There are too many moving parts that need to be considered in a organized manner in order for a financial plan to be effective. There needs to be a financial planning framework in place that allows you to systematically work through all the components […]

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Financial Products Do Not Equal Financial Planning

money puzzle

Despite what you may see or hear in a TV or magazine add, financial products do not equal financial planning. It can be easy to confuse financial products with financial planning. While nearly all of us will need to purchase some financial products in order to put our financial plans into place, the purchase of a […]

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What True Financial Planning Is And Why It Matters

When people hear the words “Financial Planning” they often think “Investments”. The reality is that true financial planning is much, much more than investments. Nearly everything in our world is money-related, so when we think financial planning, investments/savings is often one of the first thing that comes to mind. If you are interested in improving […]

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Turn New Year’s Resolutions Into Realities

With each new year many of us make resolutions to improve our lives. Unfortunately many of these resolutions never happen. This episode gives some tips on how to make those resolutions turn into realities that can positively impact our lives.

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2018 Podcast Opportunities And Updates

As we head into 2018 I will be making some updates to the Financial Clarity Podcast that should help you build your own financial plan to help you live your ideal life and take advantage of any opportunities that come along in the future. And in the Fun Money segment I share a fantastic recipe for salt encrusted prime rib.

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Why Retirement Planning Needs To Be Done Differently

“I see retirement as just another of these reinventions, another chance to do new things and be a new version of myself. ”— Walt Mossberg The Golden Years? Ah….Retirement. Time to kick back, do nothing and let the world go by after a lifetime of hard work, sacrifice and savings. Sounds familiar, doesn’t it? Well, […]

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Money Doesn’t Matter But Your Behavior With Money Does

We think that having money is a guarantee of success or happiness. The reality is that it’s our behaviors with money that matter the most. In order to increase the odds that you will reach your goals you should know how you behave in 6 key areas.

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