
In this podcast we discuss the concept of establishing a family bank that can replace commercial banks for some of auto loans, personal loans and maintaining proper levels of cash reserves.
Jul 4
15 min

In this podcast we discuss the planning process that should be involved in orchestrating a long-term retirement income strategy. Accumulating money for retirement is important; but just as important is the withdrawal strategy throughout your retirement years.
Jun 16
17 min

In this podcast we discuss the basic fundamentals of Medicare and give you information to help you decide on the best plan for you and your family's finances.
May 27
24 min

In this podcast we discuss the discipline, planning and strategy you may want to use when deciding on your entry and exit of investment holdings.
May 8
26 min

In my years as a Registered Investment Advisor, I have sat across thetable from hundreds of clients who came in not because they lackedambition—but because no one had ever given them a roadmap. Whilereading the 10th anniversary edition of The New Jim Crow by MichelleAlexander, I was struck by a concept she draws from the sociologistLoïc Wacquant: the "closed circuit of perpetual marginality"—aself-reinforcing system designed to keep people trapped. Alexanderquotes Wacquant to illuminate how institutions cycle individuals throughdisadvantage with no visible exit. Though rooted in the sociology ofincarceration, I recognized it immediately as a financial reality for millionsof Americans.Limited access to capital. Reactive decision-making under pressure.Missed opportunities compounding into lost decades. And the relentlessgrind of instability that makes long-term thinking feel like a luxury. As anadvisor specializing in comprehensive financial planning, my job is tointerrupt that circuit—and replace it with a structured framework thatbuilds real, lasting, guaranteed wealth.
Apr 21
20 min

During this podcast we discuss the steps to take when leaving your job to start your own business. From the cubicle to the CEO!
We talk with Tyeisha Velasquez, a young woman that currently made the transition and has a lot to say about the process.
Check out her IG page at "Thesundaysaucefamily" or at her website: anygivensundaysauces.com
Apr 11, 2024
15 min

In this podcast we address what is holding you back from moving forward toward your goals.
Executive Coach Tandelyn Weaver joins on the discussion and gives excellent advice on how to get past your excuses!
Feb 9, 2024
17 min

During this podcast we talk about the differences between saving and investing, and why you should be clear on which one you should be focusing on during different phases of your life.
This is critical information to assure a strong financial foundation for building wealth.
Dec 6, 2023
13 min

During this episode we talked about various financial scams designed to separate you from your money!
Oct 2, 2023
14 min

Listen to this podcast and learn about the many uses for a private family bank. We also talk about my new multi-generational wealth building system called the Hive Family Wealth Building Strategy. Check it out!
Aug 26, 2023
11 min
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