About

I help people manage wealth for a living. Managing wealth encompasses many things: - Investing - Tax Planning - Estate Planning - Social Security - And more I'm not overly intelligent, but I do rub shoulders with smart people, and frequently observe what others are doing in these areas. What works? What doesn't? What should be pursued? What should be avoided? This podcast aims to provide "general" financial guidance, often found when working with a financial advisor, to all... for free.