Biden Tax Plan

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”

Epsiode 5: Ben Johnson

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…

Money Lessons from Uncle Jack

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.

Episode 3: Dr. Brad Klontz

Behavioral Finance? Financial Psychology? Money Scripts? Part 1 of a special 2 part episode of #FinancialRecon where we go down the rabbit hole of #befi & #finpsych with @DrBradKlontz@CreightonBiz to discuss all things mind & money.


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