Market ups and downs can be stressful, but they don’t have to be! In this video, I break down how to invest with confidence—even in a volatile market. Stay focused on the long-term and let your strategy do the work.
The Bucket Strategy—a simple way to manage your retirement savings and weather market ups & downs! Learn how to divide your money into short-term, mid-term, and long-term buckets to keep your retirement income flowing.
Finance Friday: Retire with $1,000,000 on an Average Salary?! Think you need a six-figure income to build a million-dollar retirement? Think again! Smart investing, consistency, and time in the market can make all the difference. Let’s break it down!
What does working with a financial planner actually look like? Spoiler: it’s not just about managing your investments. At MADE Financial Design, I take a truly comprehensive approach—because money touches every part of your life, not just your portfolio. In this video, I walk through what it really means to partner with a financial planner who looks at the full picture.
Is skipping your daily coffee really the key to building wealth? ☕📈 You’ve probably heard the advice: “Stop buying lattes and invest instead.” But how much of a difference would that actually make in your financial future? In this quick breakdown, I walk through the real numbers—what $6 a day could become if you invested it consistently.
Earning a high salary is great—but if you spend it all, you’re just treading water. The real path to financial freedom? Growing your net worth. In this video, we break down why your net worth—what you own minus what you owe—is more important than your paycheck, and how to build it fast.
How long does it really take to become a Roth IRA millionaire? In this quick video, I break down the power of compound interest—and why I’m already helping my own kids think long-term.
How long does it take to reach $1 million in your 401(k)? With more 401(k) millionaires than ever before, it’s a great time to understand how your own contributions—and your employer’s match—can add up over time.
In this video, I break down my recent CBS News feature where I was interviewed about how to use an inheritance to pay off debt—and why that strategy isn’t always as straightforward as it seems.
A simple family beach trip, but a powerful reminder: money isn’t about stuff, it’s about time. Time together, time to slow down, and time to make memories that actually matter. 🌊
How much can you safely spend in retirement? The 4% Rule is a classic guideline for determining how much you can withdraw from your retirement portfolio each year—without running out of money. Based on historical data, it suggests you can withdraw 4% of your portfolio in the first year of retirement, then adjust for inflation each year after.
Did I Make a Mistake Becoming a Financial Planner in the Age of AI? 🤖💼 AI tools like ChatGPT can now crunch numbers, suggest strategies, and even draft financial emails—but does that mean human financial planners are on the way out? In this video, I reflect on a recent podcast about AI and the future of financial planning.
Want to know how long it will take your money to double? The Rule of 72 is a simple mental math shortcut that helps you estimate how many years it’ll take for an investment to double at a fixed annual rate of return. In this quick video, I’ll show you how it works, when it’s most useful, and what to watch out for when applying it to real-life financial planning.
Is that rental property worth it? The 1% Rule is a quick way real estate investors evaluate potential rental properties. If a property's monthly rent is at least 1% of the purchase price, it might be worth a closer look. In this video, I’ll explain how the 1% Rule works, why it’s just a starting point—not a full analysis—and how to use it to avoid common investing mistakes.
Looking to give smarter in a changing tax world? This video covers three powerful, tax‑efficient ways to support causes you care about—just in time for the new 2026 charitable giving rules.
Turning Your Retirement Savings Into a Paycheck – Guardrails + the 4% Rule.
What if you could turn your retirement nest egg into a steady paycheck—while protecting it from market swings? In this video, we show how stacking the Guardrails Strategy on top of the classic 4% rule can keep your income steadier over time.
Does money buy happiness? And is there a “magic” income where satisfaction peaks? Research suggests there may be a connection between income and happiness, but the real story is more nuanced. In this video, I explore what financial security actually changes, how money affects stress and decision-making, and why its true value often gets misunderstood.
Gen Xers, this one is for us. We’ve survived dial-up, Y2K, recessions, and everything in between — but retirement is a different kind of challenge. In this Finance Friday, I break down the three biggest obstacles Gen X is facing right now and the three smartest moves we can make to catch up. Stick around to the end for the Gen X theme song. Trust me, it delivers.
No matter what decade you are in, the financial moves you make today can set the stage for long-term stability and freedom. In this video, I break down one key tip for each decade of your working years. From building a foundation in your 20s to planning withdrawals in your 60s, these simple steps can help you stay on track and make intentional decisions with your money.
Want to save thousands of dollars a year—or even more over time—without changing your lifestyle? In this video, I’m sharing 3 simple money hacks every family should know:
How to use credit card rewards the smart way Why shopping your insurance rates can free up serious cash The power of HSAs & FSAs to save on medical costs These strategies can add up to big savings year after year. Which one will you start with?
Ever heard of the so-called “Rule of 55”? It’s an IRS provision that lets you take money from your 401(k) or 403(b) penalty-free if you leave your job in or after the year you turn 55.
Received an inheritance? Now what? An inheritance can be life-changing, but without a plan, the money can disappear quickly. In this video, I share four key areas to focus on so the money works for you and supports your future.
