Posts Tagged ‘Take Control’
Financial Planning Mistakes: The Most Risky Moves Aren’t What You Think
Bruce said something on the show that stuck with me because it’s so honest: Everyone thinks they’re an aggressive investor… until they lose money. And it’s true. Most people don’t even realize the biggest financial planning mistakes they’re making until the moment something “unexpected” happens: a market drop, a job change, a medical curveball, an…
Read MoreHow Much Do I Need to Retire? Rethinking the Number, the Risk, and the Cash Flow
The Couple With $8.5 Million… and One Salad “Bruce, I’m afraid we’re going to run out of money.” He had over $8.5 million across different accounts. They were in their early 70s. On paper, they were far ahead of where most people ever get. But his fear was so real that when they went out…
Read MoreRetirement Plan Reality Check: Build Income, Reduce Risk, and Stay in Control
We went live, the chat exploded, and a listener voiced what so many feel but rarely say out loud: “I’ve followed the rules—so why doesn’t my Retirement Plan feel safe?” Bruce gave me the look that says, “Let’s tell the truth.” Because we’ve seen it over and over: neat projections, tidy averages, and a plan…
Read MoreIncrease Your Savings Without Reducing Your Lifestyle
If you want to increase your savings, don’t start with your budget—start with your lifestyle.Your lifestyle isn’t about how much you spend.It’s about what you prioritize.It’s the visible result of invisible decisions—what you say yes to, what you say no to, and what you’re building quietly behind the scenes. Too many people let lifestyle be…
Read MoreHidden Money Traps: How to Recognize and Overcome the Sabotage Blocking Your Wealth
The Corvette and the $80,000 Lesson Have you ever made a money decision that felt right in the moment… only to realize later it pulled you further from your goals? You’re not alone—and you’re likely facing one of the hidden money traps that quietly sabotage even the most well-intentioned wealth-builders. Imagine this: You’ve worked hard,…
Read More400 Episodes: Top Lessons About Wealth, Legacy, and Serving Families
How a Campfire Call Sparked a Financial Movement It started with a campfire. Lucas and I were out camping when I made a phone call that would unknowingly change the course of our lives and the lives of thousands of families:“Bruce, want to start a podcast?” As we looked back over the years, a theme…
Read MoreQuestions a Good Financial Advisor Should Ask (But Most Don’t)
I’ll never forget Bruce’s story about his car—check engine light on, a mechanic insisted it needed a $1,500 catalytic converter. Bruce knew better and fixed it by simply tightening the gas cap. That story isn’t just about auto repair; it perfectly illustrates why questions a good financial advisor should ask matter. Without probing, you might…
Read MoreSpouse Financial Preparedness: Ensure Your Partner Can Flourish—Not Fumble
I’ll never forget the moment my co‑host Bruce Wehner shared a powerful story: Nelson told his wife, Mary, “I need to teach you how to be a widow.” That striking phrase stopped us in our tracks. It wasn’t morbid—it was strategic. Nelson recognized that spouse financial preparedness is the cornerstone of true legacy planning. If…
Read MoreHow Tariffs Impact Your Wallet (And Why It Matters More Than You Think)
If you’ve ever tried leading a Zoom call while your screen goes black mid-sentence, you know the feeling of being out of control. That’s how many of us feel about our finances right now—like we’re one loose cable away from a crash. But here’s the truth: financial control is closer than you think. And in…
Read MoreTake Control of the Banking Function: How to Build Wealth on Your Terms
Have you ever stopped to question how money really moves in your life? Most of us are so accustomed to the financial system we’ve been handed that we don’t even recognize its limitations. From an early age, we’re trained to earn, spend, and save in ways that benefit traditional banks and lenders—not us. What if,…
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