Preferred Wealth Management LLC

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 ...

07/21/2026

"Social Security is running out in 2033."

Every time a headline like this runs, I roll my eyes so hard my head hurts.

And I get it; it sounds terrifying. But they aren't telling you the whole story.

Not even close.

I made a video explaining exactly what's actually happening and why the story you're being sold is missing some pretty important details.

Most people have heard the headlines:**"Social Security is going ...

06/25/2026

06/25/2026

Do you remember what you were doing on April 9, 2025? Hopefully you weren't trying to time the stock market...

06/11/2026

How is going to church and seeing your CPA similar?

Either way, you might be praying

06/04/2026

A lot of people mention how the stock market is "too risky."

But what does the data say?

06/01/2026

What is risk?

It is a simple question I have asked people for years and it usually has a variety of answers.

Typically, people point to the stock market as being risky as there’s always the chance that it crashes.

The real question most people never get asked is: what kind of risk are you actually taking?

Because there's more than one kind and the one most people are trying to avoid might actually be the least dangerous one in the room.

I made a video breaking down the different types of risk and how to think about them in a way that actually makes sense.

If you or someone you know has ever hesitated to invest because it felt like a gamble, this one's for you.

When people think about financial risk, they usually think about st...