Brian’s BLOG

Everything You Need To Know About Building and Protecting Wealth

Myths and Mistakes Surrounding Generational Planning
AllFinancial PlanningInvestments

Myths and Mistakes Surrounding Generational Planning

After two decades of experience working in the area of estate and generational planning, I[...]

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Are You Leaving a Legacy or Leaving a Mess?
AllFinancial PlanningInvestmentsRetirement Planning

Are You Leaving a Legacy or Leaving a Mess?

It has been my observation that the financial services industry has done a poor job[...]

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The Silent Killer of Your Money
AllFinancial PlanningInvestmentsRetirement Planning

The Silent Killer of Your Money

One of the main enemies of saving money is inflation. It is known as the[...]

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An Independent Review of the Missouri Public School Retirement System (PSRS) Pension
AllFinancial PlanningInvestmentsRetirement Planning

An Independent Review of the Missouri Public School Retirement System (PSRS) Pension

Warning: This is a long post about the Missouri Public School Retirement System PSRS. If you[...]

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How Many People In St. Louis Think About Money
AllFinancial PlanningRetirement Planning

How Many People In St. Louis Think About Money

What I have found to be true from working with clients for over two decades[...]

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What is Cash Flow?
AllFinancial Planning

What is Cash Flow?

One of the most challenging aspects of money management for the average person is the[...]

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Anatomy of a Financial Plan
AllFinancial PlanningInvestmentsRetirement Planning

Anatomy of a Financial Plan

One of the most confusing things about money management is defining what it means to[...]

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Who Gets to Keep More, Them or You?
AllFinancial PlanningInvestmentsRetirement Planning

Who Gets to Keep More, Them or You?

What would you think if I told you that the government and our banking system[...]

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Stock Broker or Retirement Planner?
AllFinancial PlanningInvestmentsRetirement Planning

Stock Broker or Retirement Planner?

Time and time again I hear from retirees who are stressed about how to get[...]

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