Wealth Redefined®

As a solo or small business owner, you're in business to make money. But how are you paying yourself? We'll talk through the logistics and concepts around properly paying yourself in your business.

It's easy to have S&P envy when the market is doing well. And we often get stuck on trying to beat the market as our primary goal, making a diversified portfolio seem "boring" in comparison. But that doesn't tell the whole story.

It's not uncommon to have more than one source of income. Some people have more than one job while others have a "day job" and a side hustle they are starting. Others are "parallel entrepreneurs" with more than one business. We'll discuss techniques for managing multiple ventures more effectively.

We all like to believe that we'll live forever and remain in good health along the way. But the reality is, we sometimes need a little help later in life. And this can come with a cost. We'll talk through some long-term care scenarios and why it's important to consider them in your financial plan.

I've decided to opt out of credit cards. And I have my reasons. I'm not saying anyone is "wrong" for using credit cards or that credit cards will ruin your life (although they sometimes do ruin lives) but I am suggesting that it may be worth re-examining why you use credit cards and deciding for yourself if they are really worth it. Here are my reasons for not using credit cards.

Creativity is a natural ability, but unfortunately, it is often beaten out of us by our life experiences. Over time, we learn that many people do not want to hear our creative ideas and begin to fear that inner child. We muzzle and mute the part of us which is always ready to jump out and share our excitement and ideas with the world. But it is this inner child who is often at the center of truly...

ESG investing is the practice of incorporating environmental, social, and governance factors into investing as a way of making a positive impact in the world. But ESG can sometimes be misunderstood. Let's debunk some of the most common myths.

It's easy to let old 401(k) accounts sit dormant when you leave a job. So what happens if you forget about it for a while? It may be in danger of escheatment. We'll talk about what that means and how to avoid it.

As business owners or 1099 contractors, it's likely that we need to pay quarterly estimated taxes. But how do they work? How much do we need to pay? We'll discuss the mechanics of quarterly estimated taxes today with Kim Padgitt from The Tax Advantage LLC.

For many business owners, it's not enough to just make money. We also want to have a positive impact in the world and in our communities. We'll talk through some ways businesses can align business with values.

We encounter a lot of financial documents throughout our lives. Which ones do we need to keep on file and for how long? This episode includes a downloadable checklist.

Are you thinking of investing in Bitcoin or other digital assets? Are you experiencing FOMO but not sure if it's wise to invest and if so, how much? And what about the environment? Isn't Bitcoin an energy hog? We'll discuss all this and more.

Many people save for financial independence using an employer-provided 401(k) plan. It's the most well-known retirement plan today. But what if you don't have access to one? What are your options?

If you're starting or running a business, you may have heard of an EIN (Employer Identification Number). Do you need one? What's it for?

Budgeting with an irregular income can be a challenge. But it's not impossible. We'll cover some approaches and tips for making your budget work even with unpredictable cash flow.

Are you an entrepreneur or someone with entrepreneurial aspirations? Whether or not you want to have an exit plan, it's important to be intentional about it. And if you do want to sell someday, what does the path look like?

Should you invest in bigger lump sums or is it better to invest on a steady recurring schedule? Let's discuss.

Whether you are a business owner hiring people or you are working for someone else. knowing the rules of how people should be classified is really important. We'll unpack the differences in this episode.

Relating with money can sometimes be complicated and we often lie to ourselves about it. We're joined by fellow financial advisor, Dan VanDusen to discuss 7 of the most common money lies we see.

It's often easy to default to accepting the life or disability insurance from an employer and feel like you've "checked the box". But is this wise?

When you set up an investment account, you typically store your money at a "custodian". But what is that and why does it matter?

The world of finance can seem like a mysterious black box at times. Do you often wonder what your financial advisor is actually doing? Let's find out!

Are there financial benefits to hiring your child? Learn how to do it properly and how it can help you transfer money efficiently to your child.

Financial planning doesn't (always) have to be complicated. And it's not always 100% about the math. Learn how to create a simple, impactful financial plan that you will actually read and maintain using only a Google Doc or Word Doc.