If you’re arriving by way of my "Words of Wisdom from Warren Buffett" guest blog post on fivecentnickel, welcome! I’m excited to be hosting such a financially savvy group of visitors 😉
Please check out some of my more recent podcasts:
- Creating a retirement withdrawal plan: how much do you need to be saving? how much can you draw down every year?
- Prepaying your mortgage: when does it make sense? do the numbers tell the whole story?
- Managing mortgage closing costs: what’s fair and reasonable? where can you save?
As for me, I’m a fee-only Certified Financial Planner® and wealth manager by day and a podcaster and blogger by night. My Atlanta-based firm, Preston & Cleveland Wealth Management, helps people achieve their financial goals with exceptional service, unbiased advice, and a disciplined investment process.
I podcast and blog because I believe everyone deserves the quality of advice that’s traditionally been available only to the wealthy.
Email me personally if you’ve questions or would like to discuss your financial situation — [email protected].