Wealth in the Fifth Dimension

Sure there are many problems on Wall Street. One of the main issues I see is the lack of clear standards and a set of rules around serving investors. But, why is it that the bulk of the wealth in this country is invested in firms with advisors that don't have a legal obligation to do right by them? Where we invest our money feeds the status quo or elevates the standards of the game. In today's epi...

Wall Street has unclear guidelines and regulations on how to serve clients. Vague guidelines lead to confused advisors and hurt investors. If your best interest is not 1st, then what is it? 2nd, 3rd, 4th? Do they even care? Most people don't know this is happening on Wall Street, and in today's show, we discuss what you can do to protect yourself and your family... Join me on the inside!

Most people are unaware that financial noise makes them bias. The noise is not the problem.  In todays episode we will discuss how noise leads to investor bias and what you can do about it to protect your loved ones financially... Join me in the inside.

𝗛𝗼𝘄 𝗱𝗼 𝘆𝗼𝘂 𝗯𝗮𝗹𝗮𝗻𝗰𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗮𝗻𝗱 𝗹𝗶𝘃𝗶𝗻𝗴 𝗳𝗼𝗿 𝘁𝗼𝗱𝗮𝘆? You can have all the money in the world but the value of that money loses significance without peace of mind. The guilt of past mistakes keeps some investors isolated and stressed. In today's episode, I will discuss how to find the right balance between planning and living and why for most people this continues to be an elusive target. Jo...

Episode 54: Are you suffering from financial atrophy?

Episode 53: I almost died at the shooting range...

Episode 52: Why do investors continue to make these same mistakes over and over again...

Episode 51: A lack of honor in financial services...

Episode 50: Financial education as a second language...

Episode 49: Why do so many kids destroy their inheritance?

Episode 48: In the spirit of the 4th of July let's discuss what it means to be an independent fiduciary financial advisor?

Episode 47: 6 Things you must know about your financial advisor?

My 4-step process I use to build and manage investment strategies...

Episode 45 beware of the one trick pony and investing...

Most people know the need to diversify but don't know what proper diversification looks like. Unfortunately, one often finds out that the diversification strategy is broken when it's too late. Join me today as we discuss two unknown obstacles destroying your diversification strategy.

…A simple 4 step process from wishful thinking to wealth creation. If it's not in writing it's a wish…

Episode 42: A hidden lesson from Pope Francis on the secret to economic prosperity... 

4 HURDLES TO FINANCIAL FREEDOM Most people don't know what they want financially.  When you don't know what you want it's difficult to plan for the obstacles that you will encounter.  To overcome the obstacles we must study our attitudes and behaviors and it's impossible to do this when you don't have a map of where you are going.  Join me in today's episode as we discuss this topic in detail … 

Do you think the 1% are smarter or more creative than you? There is a direct connection between creativity and financial freedom. So, why is it that you've never heard this concept in school? Simple, they don't teach it. In today's episode, we will discuss the role creativity plays in wealth creation. You don't want to miss this one...

How volatile are the Bitcoin markets really? Like traditional markets, Bitcoin has a scarcity of knowledge about disciplined investing? Investors enter the digital asset space without a plan. And they don't have a strategy. Therefore, they go into investing with unrealistic expectations. Do you have a plan for market volatility?  Join me I'm today's episode as we unpack this powerful topic...

The recent sell-off of digital assets is the tip of the iceberg. To understand the sell-off in digital assets you must first understand the current rules and regulations that govern investing.  When the rules are blurry we end up with a prohibition-like environment and characters like Al Capone. I have a bombshell I'm dropping in today's episode.  You don't want to miss this one...

Are you an investor in digital assets? Many investors invest in digital assets and don't understand the implications of taxes.  This can be a costly mistake and can create a nightmare for your CPA. And as you know, CPA nightmares cost money. Don't get audited by the IRS and listen to today's episode.  Join me today on how you can ensure taxes don't become a problem for you as you invest in digital...

I'm learning about digital assets and taxation What you don't know will hurt you but can help you if you.   Digital assets are delicate when it comes to taxation and investors are encouraged to consult their tax advisor. Do you have a tax advisor and wealth management team?    

You don't have to like Bitcoin, but you can't ignore the digital age.  Similarly, you didn't have to be a Netflix subscriber to understand the trend to replace retail store movie rentals.  Heck, you don't even have to like movies.  Let's start with this simple question. Are digital assets securities? The US has permissive policies toward digital assets, but the lack of coordinated regulations is c...

What we can learn about the Bitcoin sell-off and disciplined investing? If we don't learn from history, we will continue to make the same mistakes... What is the story you're telling yourself about this discovery? It's fascinating how the principles of investing in digital and traditional assets continue to be ignored. Buy and hold investors turn into market timers and market timers. And, we know...