Aug 26, 2019

Did you know that estate planning isn’t just for the ultra-wealthy? In fact, just about everyone can benefit from having an estate plan, especially the middle-class. George is joined by friend and colleague C. H. Barrier, estate and elder law attorney in South Carolina, to discuss the importance of this...

Aug 19, 2019

Monopoly is a very competitive board game. Almost every family breaks out the box once or twice a year, but it can cause some minor arguments. Then there’s that other family member, “Uncle Sam,” who wants his share from all of us (on & off the Monopoly board). On this episode, George explores the lessons we can...

Aug 12, 2019

You’re likely loyal to some name brands items. Could be a type of car, coffee, clothing, maybe even mayo? Turns out, a growing number of us are making the switch to generic brands because we’re seeking the best value for our buck. This raises a pricier dilemma than debating Starbucks verses Folgers… What should...

Aug 5, 2019

One of the main reasons we work with a financial advisor is to find out if – and when – we’re able to retire. George tells us about a woman he recently sat down with that initially felt she wasn’t able to pull it off. Turns out she’s a in a better spot than she thought! George explains how having an advisor...