- All
- 10 Steps to Financial Independence
- 30 Lessons on Leadership
- 529 Planning
- Book Summaries
- Corporate Executives
- Entrepreneurs
- Factor-Based Investing
- Faith
- Family
- Featured
- Finance
- Financial Freedom Tips
- Fitness
- Friends
- Graduate Level Investing
- Investing In 12 Pictures
- Leadership
- Monday Morning Motivation
- Newsletters
- Podcasts
- Quarterly Market Reviews
- Ten Lessons
- The Fearless Advisor
- Updates at F5 Financial
- Video
P&C Insurance (Property and Casualty) – Understand What You Need
A P&C insurance review is a key part of a comprehensive financial plan & includes coverage for your home and vehicles. A big question: “How much do I need?”
Monday Morning Motivation – Celebration
What is keeping you from having a celebration in your life today?
Quarterly Market Review – Third Quarter 2019
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for July – September 2019.
What is Retirement? That Depends on You.
My favorite definition of retirement is “voluntarily ending one journey to begin another.” Each of us has our own purpose and dream for retirement. In this video, I help you identify yours.
The #1 Retirement Question – How Much is Enough? (VIDEO)
I often hear: “$1,000,000 is the magic number I need for retirement, right?” Not necessarily so! Here are 4 things to know to answer this question for YOU.
Monday Morning Motivation – Encouragement
Are you offering encouragement to your friends and family?