Apr 29, 2019
Countless surveys cite that people dread addressing their personal finances. Darrell will explain why that isn’t necessarily the case, and how the planning he does often reduces his client’s stresses about money, and can sometimes create the opportunity for new adventures!
Apr 22, 2019
It’s a decision many of us are faced with, at some point in our careers: What you do with your 401(k) when you change or leave a job. Darrell will address what some are referring to as “401(k) leakage,” and why that isn’t a problem for his clients. Plus, a jaw dropping story about how younger generations often...
Apr 15, 2019
The onset of spring and fresh air outside means it’s time for spring cleaning inside. This is also the perfect time of year for a financial fresh start! Darrell has tips on what to ask your current advisor to complete your own “Financial Spring Cleaning,” and how much that cleaning could impact your long-term...
Apr 7, 2019
4 years into retirement, late night host David Letterman feels he should have retired sooner. Are you possibly in a similar situation? Darrell will tell a few real-life stories of clients that realized they should have (and could have) retired sooner, and how he helped them emotionally get there.
Apr 1, 2019
In this brief episode, Darrell will clarify the difference between a will and a trust. He’ll also explain why an estate plan isn’t just for the ultra-wealthy.