by Brian Preston | Feb 5, 2023 | Ask the Money Guy, Blogs, Financial Planning
In this highlight, we discuss how the decumulation strategy works.
by Brian Preston | Jan 13, 2023 | Podcasts, Featured
We believe there are five distinct levels of wealth, but they aren’t solely dependent on income or net worth. We’ll walk you through each of the five levels – including how to know where you are at, how to advance to the next level, and signs you are doing it...
by Brian Preston | Feb 25, 2022 | Podcasts, Featured
Building wealth is not easy, but it is surprisingly simple. In this episode, we’ll discuss one of our favorite investments, how they work, what it takes to build wealth without even trying, and when to take your finances to the next level. In this episode,...
by Brian Preston | Feb 18, 2022 | Podcasts, Featured
To become a millionaire, you need to get your mindset right, your money right, and watch out for the minefield. In this episode, we’ll discuss exactly what you need to focus on by age, and give you the hard numbers of how much to save (or how much you should...
by Brian Preston | Feb 11, 2022 | Podcasts, Featured
Inflation in the U.S. rose by 7% last year, the highest annual rate since 1982. In these unique inflationary times, how can make sure your money is still working for you instead of losing value? How do you buy a house, car, or allocate your portfolio? We’ll...
