Small Cap Investing & Value Investing Performance of DFA Mutual Funds (Dimensional)
Hello everyone! My name is Greg Phelps and I want to just take a quick second to thank you for...
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What is long term care insurance?
First off, I do not sell any insurance whatsoever. While I advise clients on their individual...
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Pre-Retirement Checklist
The thought of retirement brings joy and excitement . . . it should after all! That trip to...
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The Best Travel Credit Cards For Retirees
If you ask a soon-to-retire individual about his or her retirement plans, traveling would...
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Here’s what you need to know about estate planning
Estate planning is a crucial step to protecting your family, your legacy, and the assets for which...
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The 10 Best States to Retire In
One of the most important decisions you will make when preparing for retirement is where you will...
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Creating a Budget for Retirement
Creating a budget for retirement is a critical component of you reaching your retirement goals...
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What is a Reverse Mortgage aka Home Equity Conversion Mortgage—an interview with Don Graves
This blog post is from the Wealth Summit I did previously where I interviewed 30 professional...
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Selling A Life Insurance Policy With Life Settlements—An Interview With Mark Mrky
This interview with Mark Mrky I did as part of my Wealth Summit series of interviews. Mark is a...
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Prepare for Retirement with “The Retirement Rehearsal”—Interview with Benjamin Brandt, CFP
This webinar interview is from my Wealth Summit held in September of 2017, enjoy! Greg: Hello...
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401k Rollover to IRA—An Interview with Expert John Frisch
This video covering the decision to do a 401k rollover to IRA or not is part of our Wealth Summit...
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How To Find A Financial Advisor You Can Trust
Deciding to get financial planning help is a wise decision, but learning how to find a financial...
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