Transcending The Money Myth

06/03/2026

A behind-the-scenes look at the making of Transcending the Money Myth.

Important financial conversations start long before the cameras start rolling.

05/28/2026

Growth matters, but protection is just as important.

A well-built plan balances both so your portfolio can perform and stay resilient. If that conversation isn’t happening, it should be.

05/25/2026

This Memorial Day, we remember and honor those who made our freedom possible 🇺🇸

05/21/2026

Most people understand refinancing debt, but in retirement, you can “refinance” your assets too.

When interest rates rise, moving older, lower-yield investments into higher-rate options can work in your favor. If no one’s talking to you about that, it’s worth asking why.

05/18/2026

Real conversations. Real perspectives.

Breaking down what actually matters when it comes to your money and your future. 🎙️

05/16/2026

Interest rates aren’t just for borrowers.

If you’re a saver, this is your window to make your money work harder while rates are high. 📊

05/13/2026

Behind the scenes of Transcending the Money Myth, where real conversations lead to smarter financial decisions.

05/09/2026

Diversification isn’t owning a bunch of the same type of investments.

It’s spreading across different asset classes, not just more of the same. And timing the market? It’s rarely about buying low and selling high, it’s about knowing how to position across different environments.

05/06/2026

Falling behind on retirement savings? You still have options.

From catch-up contributions to using accounts like HSAs or brokerage accounts, there are ways to help close the gap and strengthen your plan.

Read more: https://ow.ly/hnw450YVN8c

If you’re in your highest-earning years, you can make up for lost time.

04/30/2026

Feeling like your money isn’t going as far as it used to?

Even as inflation slows, everyday costs can still add up. Building a plan that accounts for rising expenses over time is key.