Archives

The Secret to Wealth

Join us for today’s podcast, which focuses on the importance of generosity as a pathway to true wealth, both financially and spiritually. Crystal will share personal experiences about learning to give during difficult times, including when her family was near... Read More

The Money Matrix

Join us for today’s podcast as Crystal shares a comprehensive presentation on financial planning, emphasizing the importance of customized investment strategies rather than one-size-fits-all approaches. She will introduce a “money matrix” framework to compare different investment vehicles, including IRAs and... Read More

Trump Account or TOD?

Join us for today’s podcast as Crystal shares about the Trump Accounts program, which allows parents to establish retirement savings accounts for children born between 2025 and 2028, with the government contributing $1,000 per eligible child. She will explain the... Read More

Puzzled about Gold???

Join us for today’s podcast as Crystal discusses the current market trends and demand for gold, silver, and copper, explaining that central banks globally are increasing their gold holdings as a hedge against geopolitical risks and to maintain control over... Read More

Time to Transition

Join us for today’s podcast as Crystal discusses the importance of smooth transitions in life, particularly focusing on retirement planning and market transitions. She outlines a three-step approach for successful retirement transitions: defining retirement expectations, creating a cash flow confidence... Read More

Respond, Don’t React

Join us for today’s podcast as Crystal talks about the importance of understanding one’s investment portfolio and the reasons behind each holding, especially in uncertain times like war.  She will also discuss the impact of recent global conflicts on the... Read More

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

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