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Money Not Math

Money Not Math

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I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My core Values are Family, Faith, Finances, Fitness, Friends and Fun.

Recent Episodes

  • How the Big Beautiful Bill Could Save You Thousands 🎧 Money Not Math #161 – Retire Smarter in 2025

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  • Why Long-Term Thinking Wins – Money Not Math 160

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  • Warren Buffett Discusses His Cash Holdings and Investment Philosophy 🏦💡Money Not Math 158

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  • 🎙️ Why Health Savings Accounts (HSAs) Aren't Always Worth the Tax Savings 🏥 2.20.25 | Retire Confidently Facebook Live

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  • Understanding Tariff Impacts on Your Investments 📈2.6.25 Live Retirement Planning Coffee Talk

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  • Unlock Tax Savings: Top Deductions for Homeowners in Money Not Math Episode #157

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  • Double Taxation on Social Security and How It May Hurt Your Retirement! 🗓️ 1.30.25 Retirement Planning Coffee Talk clip

    6 months ago

  • Double Taxation on Social Security and How It May Hurt Your Retirement! 🗓️ 1.30.25 Retirement Planning Coffee Talk

    6 months ago