"The heart...of man is desperately wicked, who can know it?" Jeremiah 17:9 Extreme acts of violence have no place in this world. What happened to Charlie Kirk and Iryna Zarutska on the Charlotte train are stark reminders of how far we've fallen as a nation. I believe it's time

Many people shut down after a bad decision, but wealthy families know you can’t let fear kill your future. Mistakes are lessons. Staying open to new opportunities is what keeps wealth growing, even after setbacks. The wealthy don’t let failure define their mindset; they adapt,

Who is inheriting the $84 trillion being passed down right now and what will they do with it? If you're transferring some of it, how can you avoid family conflict over money? Auditing assets, setting clear goals, and having open conversations with the next generation can prevent

What should be done first when a large inheritance is received? Millions are searching for how to invest inherited money, choose the right advisor, and avoid overspending. I believe you should treat an inheritance like running a company. Disciplined decisions create long-term

How can families stop heirs from blowing an inheritance? Sometimes it can be tough to talk to children about money. Clear family conversations, written intentions, and legal structures can reduce conflict and keep the next generation aligned with long-term goals. Introducing

Where will the $84 trillion being transferred actually go? What industries will benefit? Here's how to identify opportunities in companies that serve this market. Lifestyle sectors such as travel, luxury goods, wellness, and dining are likely to see significant growth as new

Is it possible to find money managers that don't let the market dictate returns? It’s common to assume a financial advisor friend or someone with a nice office is automatically qualified, but that’s not always the case. The right wealth manager focuses on proactive strategies

Many wealthy investors lose millions over their lifetime simply by not using the right tax strategies. Advanced approaches like oil and gas intangible drilling costs, cost segregation, and accelerated depreciation are great ways to dramatically lower your tax bill while

The way investments are placed between taxable and tax-advantaged accounts can make or break long-term results. Something as simple as holding an annuity in a brokerage account could mean paying far more in taxes than necessary, a mistake that slowly drains wealth without most

Life moves fast. We’re pulled in a thousand directions, chasing goals, handling responsibilities, and trying to keep up with the noise of the world. But when do we pause? When do we take a breath, step back, and realign with what actually matters? That’s why I've created The

The same investment dollar can be taxed at 20% or at nearly 47% depending on how it’s structured. Understanding the difference between ordinary income and capital gains is a key factor in keeping the wealth you’ve built instead of handing it away. #wealthmanagement #capitalgains

Growth without strategy is incomplete. Tax loss harvesting allows investors to use temporary declines in certain assets to offset gains elsewhere, turning losses into powerful tools that wash away a year-end tax bill and preserve wealth for the future. #wealthmanagement

Donating assets or leveraging advanced structures with multiple times the deduction can create powerful tax advantages, turning everyday items or investments into opportunities to reduce your tax burden significantly. #wealthmanagement #charitablestrategies

You have to be careful who you take advice from on social media. Credibility in finance and wealth management comes from decades of proven results. It's easy to forget about credentials when viewing short clips on social media. Wealth is also about stewardship: using influence,

I spent 6 years on national media - why did I stop? In my opinion, the main goal of most news networks isn’t to inform, it’s to keep your attention. When you understand that every headline is designed to trigger emotion, you start to see how it shapes behavior, stress levels,

See me react to an old clip of me on Fox Business! Here I talk about why so many investors chase trends instead of results. Lasting wealth comes from strategy, not emotion. Markets reward discipline. The difference between noise and opportunity lies in knowing what truly benefits

Years of financial news can shape the way you think about money. When the same narrative repeats, it becomes normal. Financial networks love to discuss the stock market and not much else. Media rarely talks about off-market or alternative investments because that challenges their

Why do financial commentators avoid giving specifics? Believe it or not, most advice on TV is overgeneralized by design.