How Relationships Beat Sales Pitches Every Time
Trust is the foundation of every successful financial relationship, but [...]
Working With A Financial Advisor: Our Specific Process
A lot of people think working with a financial advisor [...]
Why Helping Utility Employees Became My Mission
Every advisor has a story, and Steve's journey into financial [...]
Protecting What You Care Most About
For most people, financial planning isn't really about spreadsheets or [...]
A Smarter 401(k) Philosophy for Utility Employees
In this mini-episode, Steve explains why generic investment advice can [...]
Is Your SCE 401(k) Working As Hard As You Are?
If you're a Southern California Edison employee, your retirement benefits [...]
PG&E Employees: Your 401(k) Has Three Gears- Most of You Are Still in First
Most PG&E employees are only scratching the surface of what [...]
You Did the Hard Part. Here’s Why the Next Part Is Different
You’ve spent decades doing the hard part and if you’ve [...]
My Investments Underperformed the Market – Should I Fire My Advisor?
Steve tackles a listener’s big question: “If my portfolio underperformed [...]
The Retirement Tax Traps Nobody Warned You About
Nobody likes tax season, but for new retirees, the rules [...]
