If you don't plan to own a diversified portfolio, set some ground rules, sign a contract with yourself, and treat this like a business. Brice talks about some ground rules you should put in place in this week's video.
Ronnie sits down in this week's Personal Life Cycle series with a couple in their 60's, right on the cusp of retirement. They chat about lifestyle changes in retirement, budget preparation, and many other factors to consider as they approach this important life transition.
In this week's Personal Life Cycle series, we are wrapping up our Middle-Aged series with Kyle, Amy, and her husband Casey. With two children, they are working on a plan to make sure that they are taken care of in the future.
This week, Mark sits down with our Operations Manager, Alaina, and her husband Chris to talk about teaching your children about finances, allowance, and first jobs. You won't want to miss this one!
This week's Personal Life Cycle series launches our next chapter, Young Adults. Starting with marriage & sharing responsibilities, Kyle sits down with Paige and boyfriend, Kollyn, to discuss these concepts.
In this week's Personal Life Cycle series, Steve sits down with his son Ethan who just graduated high school to talk about what his relationship with money is going to look like going into College/trades.
In this week's Personal Life Cycle series, Brice sits down with twins, John and Elizabeth to chat about what they know about money and how they plan to use it.
In this week's Personal Life Cycle series, Ronnie sits down with his daughter, Esmie to chat about the value of money and what she does to earn money.