Apr 24, 2021

Steve had the opportunity to head out to Pebble Beach to hang with some big time celebs and hit the famous golf course. Steve was so excited to sit down with the stars of the 90's sitcom, Tim "The Tool Man" Taylor (Tim Allen) and Al Borland (Richard Karn) to talk tools, favorite career moments and MORE!   

Apr 19, 2021

Congress has approved trillions of dollars in stimulus spending, which is pushing interest rates a little higher. How will this impact your retirement accounts? Steve explains how his planning strategies can protect your income from Uncle Sam.  

Apr 5, 2021

President Biden has proposed some tax changes that are headed our way - what will this mean for you and your finances? Steve talks about how his tools and strategies can help protect you from these tax changes if you are first entering retirement OR if you are already retired.  Then, is it possible to have a TAX...

Mar 16, 2021

It’s tax time again and we’re all looking for ways to save.  One way of doing that is by contributing to a Roth IRA.  But what if you earn too much to do that? Steve talks about if there other ways you could show people how to potentially reduce their tax liability?

Mar 8, 2021

Steve discusses his 4 bucket strategy and how it can help you not only replace your paycheck when you stop working but give you that added peace of mind with lifetime income.