A Strategy Focused on “Total Return”…Finally!

From about 2010-2016, I spent most days scouring the markets for asset bargains and then used those “found” bargains to construct portfolios for retirees or pre-retirees. What follows are some of the key insights I gained during that period as a bond trader and portfolio manager.

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The Retirement Solution: “Finding What You Love to Do”

Podcast Details: Podcast Title:  The Retirement Solution: “Finding What You Love to Do” Podcast Series: Financial Literacy Boot Camp Video…

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Solutions to the Career Transition Problem with special guest Marques Ogden

Marques Ogden and I discuss the tools needed by young athletes to effectively transition from the gridiron to the boardroom!

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Create Tax Free Income for Life with Municipal Bonds

Now that you’ve read the somewhat salacious title of this article, the real question becomes “is there any truth to it”? A second question might be similarly, “what’s the catch”? Well, I hate to disappoint you but there is no catch and it is possible to create a tax-free income stream for life. But how? It is done with an asset that has been around for literally ages—bonds.

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FLBC 033: All You Ever Wanted To Know About Municipal Bonds

Podcast Details: Podcast Title:  All You Ever Wanted To Know About Municipal Bonds Podcast Series: Financial Literacy Boot Camp Video…

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FLBC 031: Solutions to the Career Transition Problem

Marques Ogden and I continue our conversation about: “The Career Transition Problem” and how to re-brand and financially empower yourself!

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FLBC 028: The New President and Policy Implication

If you disregarded or questioned his influence, just follow him on Twitter. His latest set of tweets had Ford re-thinking their decision to outsource jobs to Mexico and instead consider Michigan. What do the next four or eight years hold for us? Time will tell, but it can be fun to speculate…

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FLBC 026: The Fundamentals of Investing

Podcast Details: Podcast Title:  The Fundamentals of Investing Podcast Series: Financial Literacy Boot Camp Full Illustrations available on YouTube Version…

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