When you reach financial freedom, you will transition from saver to spender, which is a very scary step for many...
Steve Campbell
Financial Freedom – The Reality of Being Financially Free
Financial freedom is the ultimate goal. But many people don't stop and take the time to think about who they want...
Financial Freedom – Avoiding Depression
We are starting a brand new 3-part series on financial freedom in today's episode. In Part 1, we acknowledge...
Financial Freedom
You've been putting away money for years. You have more than enough money. So what is stopping you from living your...
Retirement Fear
This is a partial transcription from our Ditch the Suits "Retirement Readiness - Fear Factor," conversation. To listen...
Is the price of a home the most important factor in buying a home?
This is a clip from our Ditch the Suits Podcast. Are you trying to relocate or buy a house in this hot real estate...
Maximize and Accelerate Your Giving with Donor Advised Funds
What if there was a way to maximize your tax savings while simultaneously increasing the size of your...
Year-End Tax Planning Strategies
Welcome back! Today we are kicking off a new year-end tax planning mini-series. This series is intended to help you...
Elections and Investment Series – What You Need To Know
In case you weren't aware, there is an election next week! What in the world does the outcome of this election mean...
Working with a professional – S.E.E.D. can help you
We have covered a wide range of topics in this 'working with a financial professional - what you need to know' video...
Who is your financial advisors team?
Is it better to work with an individual financial advisor who conducts their practice more as a solo practitioner or...
How to recognize conflicts of interest with a financial professional
Have you ever entrusted your money and investments to a financial professional? Do you know how to recognize conflicts...