Die with Zero
Six Minutes of Wisdom
On this month’s episode of Six Minutes of Wisdom, Ross and Cynthia take some time to discuss the book “Die with Zero” by Bill Perkins. The book presents a philosophy of spending your money to optimize your life while you’re living rather than leaving it behind when you pass away.
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Post-Tax Planning
Six Minutes of Wisdom
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All's Fair in Love and Epic Fury
Six Minutes of Wisdom
With the war in Iran dominating the headlines, Ross and Cynthia take this opportunity to discuss how those headlines may be affecting our thinking.
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Sequence of Withdrawals: The Silent Retirement Risk
Six Minutes of Wisdom
Have you considered how the timing of withdrawals in retirement might affect your financial plan? On this month’s episode of Six Minutes of Wisdom, Ross and Cynthia explore the potential effects of sequence risk and how we can manage it.
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Annual Financial Tune-Up
Six Minutes of Wisdom
On this month’s episode of Six Minutes of Wisdom, Ross and Cynthia explore five things you can do to keep your financial plan on track in the new year.
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Year in Review
Six Minutes of Wisdom
Tune in to this month’s episode of Six Minutes of Wisdom where Ross and Cynthia breakdown what happened in the markets in 2025 and what may be in store for 2026.
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Recession Radar
Six Minutes of Wisdom
Recession odds are frequently brought up in financial news, but what should we be doing with this information? In this month’s episode of Six Minutes of Wisdom, Ross and Cynthia discuss the effects of a recession and how investors should react to them.
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Taxes with Tim
Six Minutes of Wisdom
Tune in to this month’s episode of Six Minutes of Wisdom where Ross and Cynthia are joined by special guest, Tim Steffen, our Director of Advanced Planning, to break down some of the changes related to the One Big Beautiful Bill Act.
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Get Rich Slowly
Six Minutes of Wisdom
We’ve all heard a story or two about the next hot investment that’s going to make us all rich. On this month’s episode of Six Minutes of Wisdom, Ross and Cynthia take the time to instead highlight how long-term, patient investing can be a reliable path to financial success.
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Budgeting Without the Breakdown
Six Minutes of Wisdom
Budgeting is important, but what happens when we become engrossed in the numbers? Listen in to this month’s episode of Six Minutes of Wisdom where Ross and Cynthia discuss taking the stress out of a balanced budget.
info_outlineHave you considered how the timing of withdrawals in retirement might affect your financial plan? On this month’s episode of Six Minutes of Wisdom, Ross and Cynthia explore the potential effects of sequence risk and how we can manage it.