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Recession Proof Your Retirement Podcast

Sep 29, 2020

It’s been a wild few weeks here in the Pacific Northwest as we’ve been engulfed in flames as wildfires have been blazing a perilous path including through my home state of Oregon--where more than 1 million acres of old growth forest has sadly been destroyed --as well as hundreds of homes and businesses.


Sep 16, 2020

Your financial advisor is one of the most important tools in your retirement toolbelt as he or she may be the professional that has the most impact on your life other than a doctor if you are ill.

I feel it’s imperative that you make your decision on what financial advising team you choose based on what I call...

Sep 1, 2020

Planning out your legacy requires the same kind of strategic approach as you would take in planning out your retirement. Estate planning strategies are not commonly known, which can leave people in a state of confusion or without direction. My intention is to inform you of some of the key estate planning changes that...