Archives

Super ROTH Strategy

Join us for today’s podcast as Crystal discusses the strategy of mega Roths, which allows individuals to convert their existing 401k or 403b accounts into a Roth account. She will explain the three steps involved in this process and also... Read More

What is your NAIL?

Join us for today’s podcast as Crystal discusses the importance of identifying and focusing on the specific “nail” one is called to hit in life, drawing from a parable about a machinery expert who charged $1,000 to fix a machine... Read More

Retrain Your Brain!

Join us for today’s podcast as Crystal shares how the human brain is naturally wired to avoid risks and protect itself, which can hinder effective investing.  She will share the ten key biases that affect financial decision-making and emphasize the... Read More

Do YOU want to be a Millionaire $$$ ??

Who doesn’t want to be a millionaire?  Is that something you should be shooting for?  Listen to today’s podcast as Crystal talks about what it is that you should really try to become. You can have confidence in every financial... Read More

Are You choosing to be broke?

Join us for today’s podcast, a replay from last year at this time, as Crystal asks – Are you choosing to be broke?  What can we do to change that mindset. You can have Confidence for every financial decision! Watch... Read More

Hope is NOT a Strategy!

We can all start the new year with resolutions and goals, but without a plan to accomplish them, will they be fulfilled? We can all hope to accomplish them, but that isn’t a strategy!   Listen today as Crystal shares about... Read More

Do You Have A Wealthy Mindset?

With the turn of the calendar and a new year upon us, many people use it as an opportunity for reflection.  Listen to today’s podcast as Crystal asks the question ” Do you have a wealthy mindset?” As you begin... Read More

Top 10 Topics of 2025

Join us for today’s podcast as Crystal does a recap of the Top 10 Topics of 2025.   Do you know what they were?  Here’s a hint… Crystal discussed the importance of developing a wealthy mindset and emphasized that money should... Read More

Trump Accounts in 2026

Happy New Year!  With the turn of the calendar page comes some changes Crystal will share on this week’s podcast.  Those Trump Accounts that were talked about will come into place this year. Join us this week as Crystal talks... Read More

7 Tax Efficient Ways to Give

Join us for today’s podcast as Crystal shares about 7 tax efficient ways you can give and put your money to good use! You can have Confidence for every financial decision! Watch us on our YouTube channel  For a daily dose... Read More

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