Watch us while we go through two live discovery meetings with Brad because whether you're just starting your financial planning journey, looking to grow your investments, or preparing for retirement, knowing how to prepare for your first meeting can save you time, money, and stress.

In this video, we break down the 5 biggest financial red flags in relationships that could signal serious trouble ahead.

Whether you're new to stock market investing, building your first investment portfolio, or just trying to better understand your brokerage account, this beginner-friendly guide will help you read your portfolio with confidence.

While there’s no magic formula that guarantees your startup will become the next big thing, today we’re offering our top 5 tips that will dramatically improve your odds of surviving the chaos and hopefully thriving long-term.

Watch along as we debate the finer things in life, unpacking why luxury items cost what they do, why people willingly swipe their cards anyway, and whether the splurge ever makes financial sense.

Today, we’re talking about extreme frugality. What is it, is it healthy, and is it actually a secret weapon for building serious wealth.

On this episode we’re trying to answer that question, using John D. Rockefeller as a case study. His wealth didn’t just make him rich, it kept his family rich over multiple generations. Watch to find out what you can take from his playbook to keep wealth working for your family long after you’re gone.

So, whether you’re looking to buy, sell, or invest without losing your sanity (or your savings), we’re going through some smart strategies and pro tips for sellers and buyers in 2026.

On this episode, we’re driving into the world of sports better and talking about how much we really spend on sports betting and why your future self might thank you for choosing compound interest over “just one more bet.”

We all learned a lot of things in high school… a lot of things we don’t really use in our adult life. What it did not teach many of us was how to file taxes, build credit, avoid overdraft fees, or figure out why your bank app suddenly looks angry at you. Somehow, we all graduated knowing the mitochondria is the powerhouse of the cell, but not how interest works on a credit card.

Once upon a time, there was a magical creature known as the full pension where a company would pay your full salary for the rest of your life after you retire. Today, instead of guaranteed checks for life, most of us are handed a retirement plan consisting of a handshake and a heartfelt “good luck.” So where did all the pensions go, what replaced them, and—more importantly—where can you still find one?

If you’ve ever wished for a crystal ball that could tell you what your money is about to do, good news — the big banks have been squinting into theirs and making some educated guesses on everything from stock market moves and federal interest rates to whether your dream house will finally stop playing hard to get.