Category Archives: Podcast Summary

What Does a Successful 2017 Look Like for You?

Are you at a point in your life where you feel that you …

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Behavioral Economics and the 2016 Election

Have you heard the term “behavioral economics”? One example of behavioral economics is …

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Post-Election Special Presentation Coming November 9!

The upcoming election is on everybody’s mind. How could it not be? New …

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New Q&A Section of the Podcast!

Have you ever listened to the news during your commute to work in …

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Put Politics Aside

As investors, we should put politics aside when it comes to our investment …

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Stop Saving for Retirement?

Recently, Doug has recommended that two different couples in his personal wealth coaching …

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An Important Lesson from Prince: Do You Have a Will?

As most of you know, the well known music artist, Prince, died recently. …

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What are “Alternative” Assets?

There is an asset class the investment industry calls “alternatives”. Alternatives are assets …

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How is a financial adviser different from a broker?

If you’re getting investment advice from a broker/dealer firm, there’s something you should …

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How to Succeed in an Uncertain Market

There’s little doubt that the financial markets are in a state of uncertainty.  …

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