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Advice and insights to help you achieve the goals that matter to you.

From Our
Blog & Podcast

We write & record frequently on issues related to wealth protection, preservation and estate planning. For a quick  weekly read, subscribe to “WealthSmarts” by clicking the following button.

Podcast

Building Financial Confidence

Financial confidence is the key to achieving the goals that matter to us. There is a process to developing financial confidence. In this episode, Richard

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Goals That Matter

Goals that matter. Many people work for goals that don’t actually matter to them. In many cases, society tells us what is important and we

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Podcast

The Retirement Puzzle

When planning for retirement there are so many puzzle pieces that makes it difficult to know how much income you will be getting. In this

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Podcast

The Retirement Conundrum

Too many people are running out of money in retirement and needing to compromise their lifestyle. No one envisions this. In this episode, Matt and

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Podcast

The Launch Episode

In this episode, Matt and Richard discuss why they created this podcast and how it is an answer to the noise and confusion that is

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Insights

Who do you trust?

As published in The Richmond News. We are born to trust. Without trust, we would never have learned to walk, talk, take care of ourselves

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Insights

Be a Truth Teller

On April 30, 2009, near the bottom of the massive global credit crisis, Chrysler LLC filed for Chapter 11 bankruptcy protection to renegotiate its debt

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Insights

The Power of Volunteering

A good friend of mine once told me that most people are not born volunteers. However, we are hard wired to help others when asked.

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Insights

Making Your Mark

The work is almost done. You’ve accumulated a nest egg that will assure the retirement lifestyle you planned for. The golf course beckons, as does that year-long world cruise.  You are happy –

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Insights

Shaken or Stirred?

This line has belonged to Sean Connery since first spoken in Ian Fleming’s 1962 production, “Dr. No.” Since that time, many of us have only

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Investments

Lemmings & Wall Street

The lemming gets a bad rap! Common error says that these arctic rodents mindlessly jump off cliffs to drown in the ocean below. We further

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