Jun 28, 2021
Have you been pondering the age-old question: should I pay off my mortgage or invest the money? A long-term client of mine recently broached this topic with me and today I want to share the process we used to help him make his decision. Listen to this client story to learn what you should consider when choosing between...
Jun 21, 2021
Has anyone ever explained life insurance in a way that you can actually understand? I began my career in financial services as an agent for a large insurance company. After 20 years of working in the industry, I finally figured out a way to explain the incredibly complicated world of insurance in an...
Jun 14, 2021
So, you sold your business, now what are you going to do? Have you thought about what you would do with the proceeds from the sale? If you have considered selling your business you won’t want to miss this episode. I’ll walk you through the steps I took with my clients, Lloyd and Elaine, as they sold their business....
Jun 7, 2021
Nobody likes to think about their own mortality, but it is important to be prepared for anything. As a solopreneur, you are the captain of your own ship, so it is even more important that your heirs are cared for in any situation.
On this episode of Solopreneur Money, you’ll learn exactly what you should be thinking...