Insights

Join Keith as he discusses what it means and what it takes to manage yourself. He looks at historically successful people and explains the traits to emulate. Everyone can benefit from being able to have some more self-mastery.

Today Keith shares his thoughts on 'greatness' and what it takes, in his opinion, to achieve it. Greatness can look different for everyone, but this checklist of habits and goals can help anyone. 

Taxes are a fact of life, but they don't have to be as bad as they could be. Keith discusses plans and methods to help reduce taxes. In addition to the in-podcast disclaimer, please also consider the following:  A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to t...

Today's episode, Keith talks about a different approach to a childhood favorite. How much is sales in our day to day lives and how is it important? Tune in and find out!  In addition to the in-podcast disclaimer, please also consider the following: Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond...

Success looks different for everyone, but certain core principles can help anyone achieve it . This episode, Keith covers specific actions that will help clarify, organize, and prepare to be successful. Some are traditional, some you have never heard of, but all of them can help you along your path to success. 

Welcome back to today's episode. Keith talks about ways that individuals and businesses can create wealth.  In addition to the in-podcast disclaimer, please also consider the following:  Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

Comfortable looks different to everyone, but what does comfortable really mean? In today's episode Keith discusses the ideas of being comfortable and what it takes to get there. 

On today's episode, Keith goes into insights and take-aways from  some of the best. Those of which include Abraham Lincoln, Warren Buffett, and Steven Covey.  Additional Disclaimer:  The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no guarantee that a diversified portfolio will en...

On today's episode, Keith discusses the basics of his concept of Freedom Planning. Focusing on developing freedom for time, money, relationships, and purpose in your life.

On today's episode, Keith discusses the basics of his concept of Freedom Planning. Focusing on developing freedom for time, money, relationships, and purpose in your life.

Today, Keith discusses implementing everyday practical systems that will help us grow and improve our lives.

In today's episode, Keith will be discussing the importance of reading and achieving peak performance. Find out why reading and focusing these areas is important for growth and understanding of the world around you!