When I’m not writing or hosting a podcast, I’m practicing financial planning and investment management at Define Financial.
Define Financial is a nationally registered fee-only wealth management firm specializing in retirement planning. We help diligent savers over the age of 50:
- Reduce taxes
- Invest smarter
- Retire on their terms
Best of all, we never receive compensation in the form of commissions. Our compensation comes directly from our clients through a custom, transparent fee schedule that fits their needs.
10 Biggest Mistakes to Avoid When Hiring a Financial Advisor
Are you searching for a Financial Advisor? Our latest guide highlights the 10 biggest mistakes people make and how they can be avoided.
