Behavioral Finance; Is Your Mind Hurting Your Wallet? Webinar

By on May 8, 2014 in Investing, Mind and Money, Video | 0 comments

May Webinar: Behavioral Finance: Is Your Mind Hurting Your Wallet? May 15, 2014 at Noon-1:00 pm Pacific Time Click here to register for the free webinar. How to Become $60,000 Richer By Thwarting Mental Money Errors (maybe) Do you consider a tax refund free money? When you receive a money gift, do you spend with abandon? Has your retirement account been allocated...

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12 Cheap Fun Activities for the Holidays

By on Dec 21, 2013 in Saving, Tips, Video | 6 comments

12 Free Winter Activities “Overspending is as certain a part of the holiday season as overeating. But pushing away from both the table and the cash register at least a little bit sooner can make the post-holiday hangover hurt a little bit less.” Jeffrey Kluger Say “No” to Holiday (Over) Spending No is not a bad word. Show discipline and...

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By on Oct 24, 2013 in Asset Allocation, Automatic Saving, Bond, Budget, Investing, Mutual Funds, Stocks, Tips, Video | 15 comments

Easy Investing Tips – Fincon 2013 “Investing should be like watching grass grow or paint dry. If you want excitement, take $1,000 and go to Las Vegas.” Paul Samuelson Investing and Financial Success 1. Spend with Intention Intention is everything- Set priorities first. Every pay period you receive a certain amount of income. How you spend those...

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8 Steps to Creating a Diversified Asset Classes Portfolio

By on Oct 8, 2013 in Advanced Investing, Asset Allocation, Automatic Saving, Bond, Investing, Mutual Funds, Stocks, Video | 8 comments

Part 2: What are the Steps to Creating a Diversified Asset Classes Portfolio? In Part 1: “What is the Best Investing Method”  you learned the best investing method and why to invest with index funds in a diversified asset classes portfolio in line with your risk tolerance. Today you will learn the steps to take to create a diversified asset classes portfolio. Future...

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By on Sep 15, 2013 in Asset Allocation, Automatic Saving, Investing, Saving, Video, Wealth | 2 comments

How to Get Rich – Book Trailer How to Get Rich; Wealth Building Guide for the Financially Illiterate is a great start for those with money woes. If you don’t have a money smart mom, dad, friend, spouse, or mentor, I want to fill the role. I was blessed with financially astute parents and received a great education on top of their wisdom. Please take a...

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