Are You Investing Wrong in Your 401(k), Roth, and Brokerage Account?
I get this question a lot. People will say, “Should I really be investing differently in my 401(k), my Roth, and my brokerage account?” And the short answer is, “Yeah, you probably should.”
Most people pick their investments without thinking …
“I Just Buy ETFs” — Why That’s Not a Complete Financial Plan
TRANSCRIPT:
I hear this all the time. Someone will say, “I don’t really need an adviser. I just buy ETFs.” And honestly, I usually agree with the first part of that statement more than they expect. Buying lowcost index funds …
Why 2026 Is More Dangerous for Retirement Than People Think
Transcript:
A lot of people walked into 2026 feeling pretty good about their finances. The market had a solid year. Statements looked better. Balances were up. And I think that’s exactly why this year feels a little more dangerous than …
