Sep 12, 20197 min readMy Philosophy as a Financial Advisor and FAQ I get from ClientsMy last two weeks were spent in confinement, i.e., Reservist and although it has not been great on work, it did provide me with time to...
Sep 12, 20194 min readShots Fired - 06/11/18Uncomfortable questions, even for a Maverick. I was at Reservist and it killed me not to be able to produce my own content or have more...
Sep 12, 20194 min readHer $6k salary is better than your $10k - Here's whyA critical viewpoint that helps you increase your financial and personal value. As a struggling student just a few short years ago, it...
Sep 12, 20196 min readResponse to Budget Babe's Open Letter: Probably kinda sorta right...So. Budget Babe recently released an open letter to insurance agents. It was about as well-received as you can expect; she’s a much...
Sep 12, 20193 min readThe importance of Early Critical Illness insurance and Why CI plans 'failed'ECI insurance has a pretty interesting history. A 2008 study showed that only 5% of people who had bought Critical Illness (CI) insurance...
Sep 12, 20193 min read#FinancialFriday - Do you actually know why you are getting insurance?How many insurance policies do you have? I've met many different types of clients throughout my career as a Financial Advisor (FA). One...
Sep 12, 20194 min readDo you know if you can handle these 4 psychological problems of BTIR?When it comes to investing and insurance, a concept you've likely come across is Buying Term and Investing the Rest (BTIR). BTIR is a...