For us, financial planning has three essential components: flexibility, the ability to customize for your specific needs, and the ability for you to control how your money grows. In our most recent episode, we unpack one of our favorite financial tools—whole life insurance—in a way that carries through on those values of flexibility, custom-fit, and…

Passive income sounds so nice. You make a pile of money while sitting on a beach somewhere. But does it really work like that? Not really. In fact, we don’t like the term ‘passive income’ and much prefer terms like ‘passionate income’ or even ‘active income.’ But why? This episode is all about the goal…

Some people dream of a life that is a constant vacation on a beach. That is their travel dream. Others want to wander the globe trying to make connections and build understanding between themselves and the people they meet along the way. Our guest on the podcast in our most recent episode is all about…

We are all about following that Jumanji drumbeat—that passion you have that just won’t stay quiet—but that doesn’t mean throwing everything away to do it. So how do you turn your dreams into a source of income without upending your life and your current livelihood? Great question! That’s why, in our most recent episode, we…

When challenging times come, opportunity comes right along with them. We see this play out over and over throughout history. The entire world is in an unprecedented holding pattern because of COVID-19. How should you respond? Things are uncertain and scary right now, so we wanted to create an episode to talk about that. Jobs…

There’s a parable we came across about the 3 bricklayers: one sees it as a dead-end job, the other sees it as a career that pays the bills, and the other can’t wait to wake up tomorrow and keep building a beautiful cathedral. The point is, the same set of circumstances can be met with…

If you’ve followed us for any length of time, you know how we feel about IRAs and 401(k)s. They are great, but hardly the only game in town, especially if you don’t want all your money tied up until you are 59.5. That’s where tax-managed investing might come in handy. Investments are a great source…

At the end of the rainbow, you need to have a pot of gold. We’re talking about that 800-pound gorilla, retirement income. How do you build it, how do you get it when you need it, and how do you make it last? In this episode, it’s just Bryan and Phillip talking together about these…

So much of financial planning is about managing risk. That’s why it is so important to understand the financial “don’ts” as much as understanding the things you should do when it comes to making decisions about your money. That’s what we’re exploring here in Episode #49; some financial “don’ts” that we hope you can avoid.…

When it comes to launching a business, we wish we knew then what we know now! We are like many, many business owners in that respect. So we wanted to share some steps, a checklist if you will, for launching a business the right way. Because thankfully we’ve learned a few things in the past…