Perhaps my favorite book of all time is Extreme Ownership: How US Navy SEALS Lead and Win by Jocko Willink and Leif Babin. It’s one of the most impactful books I’ve ever read. So much so that I read...
Everything You Need to Know to Plan Your Abundant Retirement
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Spring is in the Air There was some beautiful weather over the weekend. Things are starting to warm up and signs of spring are starting to manifest themselves more and more. Personally, I’m not much...
The second most important Q acronym (behind QED of course 😊) that all retirees should be familiar with is QCD. QCD stands for Qualified Charitable Distribution. It is a provision in the tax code that...
Anyone that knows me well knows that I am a big Chiefs fan. Watching Chiefs games on Sunday afternoons has been a family bonding activity from as far back as I can remember. If you have been a Chiefs...
Secure 2.0 was passed as part of the Omnibus bill at the end of 2022. As I have gone through the different provisions, the best analogy that I have been able to come up with is that Secure 2.0 is like...
January 1st of 2008 commenced one of the most exciting bets of this century (at least to us finance nerds 😊). “The Bet” pitted Warren Buffet, arguably the world’s most successful investor against...