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10 Things to Look for When Choosing a Financial Advisor in 2023

Did you know there are roughly 100 different types of professional advisor titles to choose from? Here are a few of the more common:...

5 Biggest Investment Lessons Learned in 2022

Before you start tackling those New Year's resolutions that, let's face it, start to lose their luster a few months in, I want to share...

What the Rich Don't Tell You About Making Money

You’ve heard these money-saving tips before, right? Max out your IRA. Open a high yield savings account. Cut Starbucks out of your...

4 Tips to Save Big Money on Taxes in 2022

There are a lot of ways to save money on taxes, but only a few that actually result in meaningful savings. In this video, I'm going to...

How to Make More Money in Retirement

Solve basic problems! Quick story: My wife and I are in the process of hiring contractors for various home renovation projects. To give...

7 Tips to Survive a Recession in Retirement

With another rate hike under our belt and several more on the way, the likelihood of a recession in 2023 is at an all-time high. If...

The Future of Financial Advice

I had the privilege of attending Future Proof, the world's first wealth festival this year held in Huntington Beach, California. The...

How Much Money Do You Need to Retire?

By far the most common question I get is, "Eric, how much do I need to retire?" In this video, I'm going to answer this age-old question...

What Does a Recession in 2022 Mean For You?

We've officially hit bear market territory and the risk of a recession is increasing by the day. What does this mean for you and your...

Don't Make These Costly Tax Mistakes With Your Investments: Confessions of CPA

It's often difficult to spot a mistake until after it happens. And when it comes to your taxes, sometimes even the slightest oversight...

10 Things to Look for When Choosing a Financial Advisor in 2022

The curse of knowledge is knowing something others don't to the point where you forget what it's like not to know that piece of...

Want to know if you're on track for retirement? Interested in saving money on taxes and enhancing your investment strategy?