All the latest from the Healthier Money team

Hard Work and Humble Beginnings | Christine Wilkinson

By kyle | May 12, 2020 |

Today on the podcast, Dr. Christine Wilkinson. For her full bio see below, however, she is undeniably a force. Our conversation took us from her upbringing to her current position at ASU as Senior Vice President and Sectary of the University. That’s the entire university… We couldn’t be more honored and excited to have her…

Read More

Keep More Of Your Money | Tools Of The Ultra-Wealthy

By kyle | April 17, 2020 |

Let’s have an honest conversation about your retirement plan. Most people just give their money to Vanguard, Fidelity, or some big box firm. We hope and pray they do their job without investing any time to understand what they are doing. Pretty standard, as you are an expert at what you do and they are…

Read More

Life Post Coronavirus

By kyle | April 9, 2020 |

Life Post Corona Virus  By: Jesus Ramirez       Last week another 6.6 million people filed for unemployment bringing the total to 16 million.  What does this mean for the economy as a whole?    This means that at least 10% of the workforce is without jobs. 16 million Americans who aren’t spending as much if at all beyond the basic necessity. And yet we see the market continue to rally.     There is a disconnect between companies continuing to lose revenue and…

Read More

To Sell or not to Sell that’s question?

By kyle | March 24, 2020 |
To Sell or not to sell post headling

We know that the stock market has been really crazy and today is just another example.   Over the last couple of months, we have had 8 out the 10 largest daily point drops ( 2,997.10 on 3/16/20 was the largest point drop). However, we have also had 5 of the biggest point gains as well (1,985 on 3/13/20 the biggest) We know that the stock market has been really crazy, and many people have been calling asking if they should sell or hang in there, so the answer is quite easy….it depends!! Personal financial planning starts with taking a full inventory, a personal assessment of where you are. You should be asking? Do I need income? How much? Is that income stream still covering all my needs? If any of those have changed, then you…

Read More

Schedule your free 30 minute financial phone call today!

Phone: 602.789.3099


Invalid Email
Invalid Number