Well this weekend marked a reunion of sorts…. No, I am not talking about the cast of Friends, or the Rolling Stone, but none other than Warren Buffett & Charlie Munger. See this weekend was the 2021 Berkshire Hathaway annual meeting, live from Los Angeles. And it was good to see Uncle Warren get theContinue reading “Getting the Band Back Together”
I wanted to briefly touch on President Biden’s tax plan that he unveiled last night. Over the past several days it has dominated the headlines, with snippets appearing here or there, but in the end, the best action I can recommend at this time is no action. In my opinion, the rates discussed are notContinue reading “Biden Tax Plan”
Join us for an insightful discussion with Ben Johnson of Morningstar about A.N.T.’s…What they are?, how they operate?, and if they are gaining traction in the financial industry…
During the previous 2 episodes, Dr. Brad Klontz discussed money scripts & money stories. After Brad & I recorded our episodes our family experienced an unexpected event. And I thought this was a an opportunity to share with you a peak into my money story and the influence my uncle had on my money scripts.
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