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Be Wealthy & Smart

Jan 31, 2018

Learn 2 things wealthy investors believe about working with financial advisors.

This comes from a Spectrem Group survey. 

The survey graphics are posted on my website at

While you're there, get "11 Quick Financial Tips to Boost Your Wealth."

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Jan 29, 2018

Learn one way you may be missing out on free money that could add up to $100k or more to your retirement plan.

This is an article from The link to the article is here:

This episode is sponsored by Betterment:


Jan 26, 2018

Learn why wealth building is about making good decisions. 

An example is the popular trend of buying subscription boxes which could be usurping your future wealth. Find out why $1,000,000 could be the opportunity cost.

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Jan 24, 2018

Learn  if a Financial Advisor is a good fit for you and what the signs are to look for with Joe Saul-Sehy of the Stacking Benjamins podcast.

In this episode, I interview Joe Saul-Sehy. He's also my co-host (along with Miranda Marquit and Doug Goldstein) on the Money Tree Investing podcast. 

Joe and I talk about what...

Jan 22, 2018

Learn how the tweak made in a prior podcast moved my credit score from 817 to a perfect 850.

This is part two of a podcast I did about investigating a 30 point drop in my credit score, even though I pay it off every month.

I made a tweak in podcast number 251 and I share the results with you on this podcast. 

Even if...