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Save $68,000 in retirement: Financial advisor cuts cord

My weekend started like most other lazy family days – recovering from a busy work week. After breakfast and after the kids carefully loaded their dirty dishes into the washer, the young ones drifted over to the couch for a little Saturday morning TV. These days, Saturday morning cartoons are different than my experience. I …

Driverless cars

A world of driverless cars may seem like a lifetime away. Truth is – the technology is ready now. Listen as we discuss: future innovations in driverless car tech – perhaps getting a workout in your car?!; the steps necessary for total driverless adoption; and how driverless cars aim to improve your quality of life. Guest host: Dr. Lina Karam, Arizona State University

Retirement playbook: 5 step strategy

When you think about retirement planning, what comes to mind? Money? While that’s a legitimate concern, most people skip over the all-important first step. It has nothing to do with money and overlooking it could mean you’re not adequately preparing for your future. That first step is just one of five that will help get …

How to get rich AND go broke

The Sound Financial House is built on a foundation of sensibly handled cash flows. “Sensibly” is a good word because a lot of it is common sense. For example, here is how you get rich: earn more money than you spend. Common sense! Unfortunately, though, it isn’t always easy to do what “common sense” dictates. …

Is your Social Security income keeping up?

Social Security is a vital source of needed revenue to American retirees who spent an entire career paying into this government program. This monthly income helps millions of U.S. Households meet their expenses, pay for health care and support their families. Many lose sleep over the state of this vital government program. It is widely …

Your financial focus: saving, NOT spending

When it comes to finances, the questions clients ask usually are along the lines of “can I afford this?” or “should I buy that?” Those seem innocent enough, but then it occurred to me that the focus with money is almost always on acquisitions and affordability – NOT the big picture. There are far more …

Introducing the Sound Financial House

Keeping your “financial house” in order is a complicated, time-consuming and a life-long project. There are a lot of risks and opportunities to consider, and many find the challenge overwhelming. Am I on the right track? What am I forgetting? Am I truly succeeding? The stakes are high – your family’s quality of life now, …

2018 3rd Quarter market outlook

A conflict free unbiased view on how we see economic fundamentals and the stock market coming together to drive our portfolio decisions. An inside look on how we do what we do for the third quarter of 2018. Guest host: Steffan Dye

Avoid extreme saving, why you want a balanced plan

Have you known people to live on the edge of financial extremes? A recent college grad paid off $150,000 in student loan debt within the first three years working by never eating out, no vacations and living in his parent’s basement. A happily married couple retired before the age of 40 by going vegan, composting …

College savings plan: Pay you first

Student loan debt crossed the trillion-dollar mark in 2014, becoming the second largest sector of household debt behind mortgages. Two-thirds of college graduates leave school with student loan debt. Parents want their children to enjoy a lifestyle greater than their own, so what can you do to make sure that happens? One answer may surprise …