Preferred Wealth Management LLC

10/06/2026

For anyone out there watching their favorite financial news station right now.

09/29/2026

Did you know the investment options in your 401k were probably chosen by your HR department?

09/25/2026

This is my favorite video to date!

I've reviewed hundreds of financial plans.

And after years in this industry, there are several things I would like to tell people but was never sure how.

In my latest video, I share 10 uncomfortable truths that most people in my industry won't tell you.

Some of them are going to sting a little.

All of them are things I genuinely believe you need to hear.

Most people don’t need more financial information. They need to hea...

09/24/2026

Want to invest in your kid's future but unsure where to start? Here are some helpful tips.

09/23/2026

Last week I covered Trump Accounts. This week I'm completing the picture by covering 529s and UTMAs.

Both of these accounts can be great options worth knowing about if you're trying to invest for your kids' future.

Want to start investing for your kids? The account you choose matte...

09/11/2026

Trump Accounts launched July 4th and since then it seems that everyone is trying to understand what exactly this means for their kids.
In my latest video I walk through what Trump Accounts actually are, who they make sense for, and the tax nuance most people aren't considering before they sign up.

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09/08/2026

What is a simple piece of advice I would give to someone starting out in their investing career?

Negotiate your salary. It is one of the simplest ways to increase your ability to invest (assuming you don't spend the increase).

09/08/2026

Early in my career I was making $5,000 less than my peers doing the exact same job.

Not because I was less qualified. Not because I performed worse.

Because they negotiated their salary and I didn't know I could.

That could have been $5,000 more I could have invested. Over a career, it's a significant chunk of a retirement account.

08/31/2026

In 2008, the market dropped over 40%.

If you had a million dollars saved for retirement, you may have woken up one morning with less than $600,000.

And if you needed to live off that money? You had no choice but to sell investments at the worst possible time and lock in those losses.
That's sequence of return risk. And it derails more retirement plans than almost anything else.

In this video, I walk through the strategy I've found effective for dealing with/managing it and, more importantly, the strategy that sometimes helps people feel at ease when the market gets ugly.

Note: No strategy can ensure profit or safeguard against a loss

Market crashes are scary for any investor, but they can be especial...

08/14/2026

I'm a CERTIFIED FINANCIAL PLANNER® professional.

And I've made plenty of financial mistakes.

In my latest video I pull back the curtain on some of the financial mistakes I've made and what I wish I'd done differently.

No textbook. No theory. Just the real, unfiltered list from someone who can admit to mistakes in the hope that others won’t make the same ones.

What's a financial mistake you wish you could take back?

I’ve made plenty of money mistakes, and some of the ones I made in ...