Six Lessons Learned On The Happiest Retirees Podcast

Posted on April 4, 2024April 4, 2024

It’s been six months since we launched the Happiest Retirees podcast. As the title might suggest, the mission was to… Read More

Women + Money: Finding Your Way to Financial Confidence

Posted on March 21, 2024March 21, 2024

Over the past few months, my colleague Adria DeMeo and I have had the opportunity to speak at a couple… Read More

Lessons from The Psychology of Money: Part One

Posted on March 7, 2024March 7, 2024

Morgan Housel’s The Psychology of Money sold millions of copies, and for good reason. Published in 2020, its astute money… Read More

The Peach State Tax Update…(In Case You Missed It)

Posted on February 29, 2024March 1, 2024

To say that my wife Amanda loves the musical Hamilton would be an understatement. I remember how excited she was… Read More

Maximizing Your Social Security With Mary Beth Franklin: Part One

Posted on February 22, 2024February 22, 2024

Social Security is an absolutely crucial element of many retirement plans across the United States. Understandably, people want to know… Read More

How To Use Nick Saban’s Football Process For Retirement Planning

Posted on February 8, 2024February 8, 2024

Nick Saban, one of the most storied and successful coaches in the history of college football, recently retired. His career… Read More

All Aboard! The Happy Retirement Train at the Santa Barbara Zoo

Posted on January 18, 2024January 18, 2024

Drive about 90 miles north of Los Angeles along U.S. Route 101, and you’ll find yourself in the stunning coastal… Read More

2024 Market Outlook: A Whole New World

Posted on January 11, 2024January 11, 2024

The holidays are behind us. As we regain our fighting form, let’s take a moment to gaze downstream and see… Read More

American Anxiety Amidst a Healthy Economy

Posted on December 14, 2023December 14, 2023

One of the most popular Christmas songs of all time is one you may not have heard. Far from a… Read More