With the election behind us, we now know that former President Trump will have another four years in the White House. While that could mean policy shifts in all sorts of areas, we want to focus on how

When it comes to planning for retirement, there's no shortage of advice out there. Unfortunately, much of it can be misleading or only half-true. That can be a problem for investors because they end u

We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesnt quite tell the whole story.

Paying for college has become increasingly harder with rising costs. Starting early for your child's or grandchild's education can make a big difference and reduce the need for excessive borrowing lat

Paying for college has become increasingly harder with rising costs. Starting early for your child's or grandchild's education can make a big difference and reduce the need for excessive borrowing lat

In any sport, it is often the smallest, most consistent actions that make the biggest difference. In todays episode, Michael shares insights from his experience coaching youth baseball to show that t

Are you ready to take your financial planning to the next level? In this episode of Caffeine and Cash Flow, Michael and Ben explore the timeless wisdom of legendary coach, John Wooden. Wooden's has g

When it comes to investing, the term 'diversification' is often tossed around, but what does it truly mean to diversify your portfolio? Is it as easy as sticking to the S&P 500 index the to achieve we

Each generation is currently navigating a unique part of the retirement planning experience. With many Baby Boomers preparing for the transition into retirement and Generation X close behind, these tw

Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could jeopardize your retire