Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. Many people of average means need a financial planner, but they struggle to find ...

The old saying goes, "You have to spend money to make money." And as it pertains to investments, that saying rings true for any number of reasons. You have to use your money to invest—you can't buy a ...

Many businesses fail not because of their product or service, but because they build weak financial structures. When I sold my last company, it wasn't just about revenue—it was about creating strong ...

The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...

Every organization, no matter its size, has an abundance of moving pieces. Ensuring that all those pieces move in perfect synchrony starts by devising an organizational structure that represents the ...