Episode 5 - Retirement checkpoint, YOU ARE HERE
You know where you want to go—but do you know where you are? The Retirement Checkpoint helps you find your YOU ARE HERE dot.
Episode 4 - Risk, the price of admission
Risk isn’t something to fear—it’s something to understand and control like speed in a car.
Episode 3 - Time is The Magic
Discover why staying invested beats timing the market—and how small, consistent investments can grow into serious wealth.
Episode 2 — Asset Allocation: the secret sauce of investing
Most people think investing is about picking stocks, its not.
Episode 1 — Investing Fundamentals: why most people invest the wrong way
How wealthy families actually build portfolios.