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
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
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
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
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
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
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
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
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
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
Find Your Purpose, Grow Your Emotional Fortitude, & Steward Your Resources
by Applying the Wealth Equation to Your Finances!
