Since 2019, I've been serving clients as a Ramsey SmartVestor Pro and Preferred Coach. I specialize in retirement income planning for people who want to retire today. You'll hear the questions I get every day from clients and how I help them take action. And no worries: Dave-ish listeners are welcome!

Latest Episodes

Is Dave Ramsey wrong about Social Security?

Dave jokingly calls it Social “In-Security,” but it’s the main income for most people. Is Social Security going away? Also, burnout can happen to us even when we’re do...

What if the whole systems crashes?

When it seems like the system is about to collapse and the markets are going to crash, do you pull your money out? I walk through how I have those conversations with m...

Still chasing the “big number”

Most people want to retire comfortably, so I get why they focus on the “magic” retirement number they need to hit. But that approach is going to do you more harm than ...

Retirement Fluency

We fear what we do not understand. According to new research, the more you know about retirement, the more confident you will be about your future plans.Learn more abo...

Is buying a rental property a good idea?

With apps like Vrbo and Airbnb, the opportunities in real estate have never been better. Imagine getting passive income from rental properties, which themselves are gr...

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