A couple of weeks ago I was thrilled to be invited to see the new kitchen at the home of two of my clients, both Partner Physicians who had invested much of their precious spare time into planning this major project. It was gorgeous. A beautiful island with a cooktop. A wrap-around bar. Marble tile floors. […]Read More »
Meaning Of MoneyPodcast by Protection Point Advisors Topic: Millenials and Money Pt. 2In part two of millennials and money, we continue our discussion with Evelyn and Omar. Both of them candidly share their hopes, ambitions, and fears of an uncertain world and their place in it.Read More »
Hamlet’s question, “To be, or not to be?” is certainly filled with a deeper philosophical angst, but for physicians seeking a long, confident, and tax-wise retirement, the question of which to choose—a traditional 401(k) or a Roth 401(k)—can also fill the heart with at least a bit of torment! Luckily, some basic analysis is all […]Read More »
Getting out of debt is an important component to get yourself in a solid financial position. Having a structured disciplined approach can help you get out of credit card debt (and pretty much any type of debt) no matter how big your balance is. If you only have one debt, your strategy is simple, pay […]Read More »
Meaning Of Money Podcast by Protection Point Advisors Topic: Do It Yourself Options Michael Clarke and Eric Imley discuss the world of do it yourself options including Robo advisers, target-date funds and talk about the pros and cons of using one or the other.Read More »
Unfortunately, family wealth is not guaranteed to be passed down from generation to generation. In fact, studies show that family assets are lost from one generation to the next around 70% of the time. And 90% of the time, assets are gone by the third generation. This is often due to the fact that most […]Read More »
Meaning Of Money Podcast by Protection Point Advisors Topic: Couples & Money Let’s talk about how couples can get on the same page when it comes to their finances. Our guest is Jason Gipstein a marriage and family therapist. Jason will share his insights on how couples can improve the quality of their relationship […]Read More »
Like most parents I know, my wife Tracy and I divide up the many pieces of that puzzle called ‘parenting.’ Being the CFP® in the family, teaching our girls about money and finance falls firmly on my shoulders. When I first began to delve into this piece of our daughters’ education, I did my research. […]Read More »
Meaning Of Money Podcast by Protection Point Advisors Topic: Millennials Part 1 How does the millennial generation conceptualize and think about money? It’s surprising. Here our guests Omar and Evelyn (each of them come from very different economic backgrounds) share their points of view along with their hopes and dreams in the face of […]Read More »
I have a 90-year-old aunt who is afraid to go to the doctor because she doesn’t want to get bad news. The same thing might be said about building a budget. The word budget is about as exciting as the words diet or discipline. It is not a word we associate with anything fun and […]Read More »
Advisory services offered through EWG Elevate, Inc. dba Protection Point Advisors.
This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.