2021 Year-End Financial Planning Checklist
Set the stage for a successful new year by completing this checklist — it should only take five minutes.
The Financial Impact of Quitting Your Job
If you or your spouse are thinking about joining “The Great Resignation” movement, here’s how you can determine if retiring early is financially responsible for you and your family.
U.S. Life Expectancy Dropped 1.5 Years in 2020 – Daily Flash Briefing
The life expectancy dropped 18 months, the steepest decline since World War II, according to federal statistics.
How to Resolve Financial Issues With Your Spouse – Daily Flash Briefing
Having trouble talking about money with your spouse? Consider this.
How to Change Your Money Mindset – Daily Flash Briefing
Prior to a trip to Africa, Bob Wheeler's value was in what he could produce — money, success and accolades. But all of that changed with a simple mindset switch.
Should The U.S. Consider Switching to a Four-Day Work Week?
There's been a lot of talk about a four day work week. Do you think you could get the same work done in 4 days as 5?
There’s More to Retirement Than Just Numbers
You may be prepared financially, but it's just as important to prepare for the emotional and psychological affects of retirement. Here's how you can get started.
Common Contributing Factors to Nutritional Diseases – Daily Flash Briefing
In this clip from episode 71 of The Agent of Wealth Podcast, Caryn O'Sullivan uses the symptom of fatigue as an example to explain how the integrative approach to nutrition would examine causation.