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journey to omaha
Investment Management

Reflections on A Journey to Omaha

A review and some memorable quotes from this year’s journey to Omaha and the Berkshire Hathaway shareholders meeting.

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life planning
Life Planning

Life Planning: Why Life Planning is Financial Planning Done Right

This week’s video addresses why life planning is so important to financial planning. Please watch the video to learn more.

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aligning your spending with your values
Financial Planning

Life Planning: Aligning Your Spending With Your Values

Money matters. It plays a meaningful role in our lives. It allows us to experience many things. But money isn’t everything. Instead of asking how much money you need, try asking yourself different questions.

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Money Tree Investing Podcast
Financial Planning

Podcast Appearances and Interviews

I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional information below as well as links to every podcast I have appeared in with Money Tree Investing. You can also listen using your favorite podcast app.

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Beneficiary Designation Checklist

Naming a beneficiary to your account is a simple, effective, and flexible way to keep your assets out of probate after death. Use this checklist to make sure your accounts have correctly designated beneficiaries.

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Beneficiary Designations