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Financial Residency

Oct 30, 2017

Recorded live from the Ally booth at FinCon 2017 in Dallas! We discuss the pros and cons of combining your bank accounts, budgeting and our views on how student debt will affect your view on your finances.

There are many different ways to become a master of your family’s finances. Catherine Alford and I go behind the...

Oct 23, 2017

With the average debt of graduating med students surpassing $180k, it is becoming more important than ever to have a solid game plan.

Travis Hornsby joins me to tell us all about student loan debt and offers critical advice on how to manage it.

Every situation is unique and depends on your life goals, but no matter...

Oct 16, 2017

Recorded live from the FinCon booth at the XYPN Conference in Dallas, we discuss fee-only advisers and how they provide unbiased advice that is truly in the best interest of their clients.

Sadly, only 3% of all financial advisers are fee-only, leaving most advisers out there with interests of their own when it comes to...

Oct 9, 2017

Our discussion is one that most people want to avoid having, but nonetheless necessary, what will happen to you and your assets when you die.

Chris Burke joins me to examine the four pillars of Estate Planning: Wills, Power of Attorney, Healthcare Directives and Revocable Living Trusts.

Whether you are single with no...