Personal Finance

$5 Billion Dollar Roth IRA (EP.4)

How much do you have in your Roth IRA? For most, a few thousand, while for others maybe a few hundred thousand. So the question is, how did someone get $5,000,000,000 into a Roth IRA? Join Jack & Sean as they talk through the recent story, how it was done, and how you can leverage…

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Choosing a Financial Advisor (EP.2)

So let’s say you inherit some money, sell your business, or maybe just need help with your investments. Where do you go? For most, when financial decisions get tough, it’s time to find an advisor. The hard part is figuring out which advisor is right for you.Some topics we cover in today’s episode include: What…

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Craft Advice Intro (EP.1)

Personal finance often gets stuck in the minutia. How much you spend on coffee or dinner is a small detail in the grand scheme of things. Craft Advice is focusing on large financial decisions. From investing in real estate to choosing a financial advisor, we want to highlight the large financial decisions investors make and…

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Tax Diversification

Every investor approaches their investment strategy a little bit differently. Some investors prefer to focus on high-growth companies, while others prefer the stability of more stable income-producing investments. But, one component that always seems to be evident inside investor portfolios is some variation of diversification. Diversification is a nutshell is simply “spreading out your bets”….

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Real Financial Planning

What is financial planning? When you really take the time to boil it down, it’s simply nothing more than a comprehensive planning session around some topic. For some that might be counting the days until you stop working and retire. For others, it’s understanding how to bring on a business partner, divide their company equity,…

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The Misinformation Age

Peter Lynch is famously quoted saying “buy what you know”. A simple statement to help investors find a path forward among the confusion of the investing world. In the 1970’s, when Peter Lynch ran Fidelity’s Magellan fund, investing was a platform for the ultra rich and highly educated. Today, anyone with a smartphone can trade…

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Motion vs. Action

Over the past few weeks, I have been diving into Atomic Habits by James Clear. The book is a wonderful exploration of how our brains create both good and bad habits. If you ever read the book “The Power of Habit by Charles Duhigg”, this is a great follow-up and expansion on that same idea. One of…

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Small Steps

Starting a new goal or routine can sometimes seem unimaginable. Understanding that your body can run a marathon seems impossible when you are only in the early innings of training. The same is true for those looking ahead at retirement. The task seems almost like climbing a mountain, and to some, an unattainable goal. Over…

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72 Hours

What is it that makes us upset, angry, or even mad when we see losses in our portfolios? Why do investors seem to always fall short of long-term average returns? Why do we constantly feel the need to change our investments? The short answer…we are wired that way! Most individuals are planning YEARS in advance, whether for…

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