Retirement Planning and Investment Management for individuals over age 50

Giving with a Donor Advised Fund

Video #88, December 19, 2024

PreChristmas Tax Planning

Video #87, December 5, 2024

Presidential Performance

Video #86, November 9, 2024

Are your estate planning documents in good order?

Video #85, October 4, 2024

Advance Funeral Planning

Video #84, September 10, 2024

20th Annual Trott Brook Benefit Bash

Before All is Said and Done

Underspending in Retirement: Part 3

Underspending in Retirement: Part 2

Underspending in Retirement

Off the Grid in New Mexico

Average returns are not normal

The Magnificent Seven

Find ways to make a difference!

The key to change is consistency

Once again, the forecasts missed the mark!

A tribute to Charlie Munger

Tis the season…for tax planning!

The ups and downs of the market…probability and volatility

How have prices changed since Jim was 16?

Living check to check in America

Everyday is a gift…thank God today for all that you have!

A good life is built with good relationships

Free Retirement Assessment explained

Simplifying your Life

Warren Buffet on Friendship

Part 4: How much wealth do you need to make work optional?

Part 3: Should be you have the right mix of assets?

Part 2: What is your equity rate?

Part 1: Are you using your income wisely?

Aging in America

Part 2 of "What the Happiest Retirees Know"

5 habits of a healthy retiree

Are you a happy or unhappy retiree?

How to become the happiest retiree on the block

The key to making money in stocks and bonds

Markets, like mountains, are always up & down.

What's on your "not to-do list?"

18th Annual Trott Brook Benefit Bash

The good and the bad of rising interest rates

Life is the sum of your experiences

Halfway through the year!

Cash is up. Debt is up. Huh?

Die with Zero Part II: Don't forget the kids and the charities

Die with Zero: Life is the Sum of your Experiences

"When your mind is telling you that you're done…" - David Goggins

What are you willing to sacrifice?

This is how people really are

Let's talk New Year's Resolutions!

Merry Christmas from Trott Brook!

Interesting statistics and financial info

Thoughts on happiness

A road trip update from Utah with special guest!

A lesson on fear and greed

Tips for college funding and debt

Fun facts and trivia from the Rum River!

Thoughts from James Clear, Author of "Atomic Habits"

Lessons to be learned from Ruth and David

As Jay Leno says…

The Forbes' Annual World's Billionaires List

One year of UNCUT Outdoors

Some interesting statistics from the Rum River

The Psychology of Money

Be aware of your own mortality

The problem with debt in America

Never allow a lack of liquidity to financially break you

Focus on what you can control in 2021!

The DOW passes 30,000

7 ways to express gratitude.

Don't predict the stock market based on politics.

Predicting is hard...speculating is futile.

Are you taking the right amount of risk?

 What is your savings rate?

Do you have the right mix of assets?

The four most popular financial planning questions

Interesting facts this week...

10 reasons someone seeks financial advice

Trott Brook Benefit Bash promo

A tough week in MN and across the country

"The Great Realization" by Tomos Roberts

Four principles to achieve financial freedom

"Are things likely to be better in 6 months"

Six essential actions:
R-E-M-O-T-E

What do you miss during a quarantine?

Optimism is the only realism right now.

Four different ideas from my inbox.

Unedited,unshaven and UNCUT