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Sep 12, 20197 min read
My Philosophy as a Financial Advisor and FAQ I get from Clients
My 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...
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Sep 12, 20194 min read
Shots Fired - 06/11/18
Uncomfortable 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...
78 views0 comments
Sep 12, 20194 min read
Her $6k salary is better than your $10k - Here's why
A critical viewpoint that helps you increase your financial and personal value. As a struggling student just a few short years ago, it...
4,262 views0 comments
Sep 12, 20196 min read
Response 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...
595 views0 comments
Sep 12, 20193 min read
The 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...
305 views0 comments
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...
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Sep 12, 20194 min read
Do 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...
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