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Wealth Wisdom Financial Podcast

May 15, 2024

You've been told to diversify your portfolio but how can you tell if you're diversified enough? Does conventional thinking like the Rule of 100 or using ETFs work in 2024? What about Target Date Funds?


In this episode, we reveal what conventional thinking is missing. The stat we share about Target Date Funds is one of...

May 8, 2024

Are you the kind of person known for juggling numerous tasks like a boss? Yet, internally you struggle with the chaos of busyness.

You might have heard about adopting mono-tasking to help discover clarity and peace.

Could mono-tasking have the same impact on your financial journey? Could financial focus bring clarity...

May 1, 2024

You have bad habits. We have bad habits. We're not here to judge.

There comes a time in your life when you feel a compulsion to change a bad habit. Maybe you're in one of those times right now. If you don't act right away, that feeling goes away quickly only to resurface later without any change.

Get ready to be...

Apr 24, 2024

How do you like your adventures?

On the edge? Only a little risk?

Close to home? Far away?

With family and friends? All on your own?

Active? Relaxing?


What??? Financial?

Yes, financial adventures can be the best!

Tired of cookie-cutter, done-for-you money management that doesn't fit you unique goals and...

Apr 17, 2024

Have you ever experienced the harsh reality of Parkinson's Law?

Maybe it was in college where you crammed the night before a test when you could've been studying all semester.

Maybe you experienced it when you had a work deadline that got moved up and you still got the project completed in time.

Have you ever tried...