Thankful for 10 years! My office is moving. FED interest rate decisions. Only 1 in 5 have retirement plans. 5/2/24 Retirement Planning Coffee Talk. Weekly Retirement Planning Coffee Talks are an informal way for me to have conversations and answer questions with people even if they are not my clients for free. You are welcome to join the Facebook live or stop by my office for free coffee. There is no pressure to work with me or become my client by stopping by in person or online. It is my mission to provide the highest quality advice and service possible to my clients. Therefore, I limit my ..read more

NFL Draft tonight, go Vikings! 5.1% Cash Accounts. Structured Notes. Series 65. 2/3 of Peak Boomers Aren't Ready for Retirement. And Qualified Charitable Distributions. 4/25/24 Retirement Planning Coffee Talk. Weekly Retirement Planning Coffee Talks are an informal way for me to have conversations and answer questions with people even if they are not my clients for free. You are welcome to join the Facebook live or stop by my office for free coffee. There is no pressure to work with me or become my client by stopping by in person or online. It is my mission to provide the highest quality ad ..read more

Roth Conversions. Will the New Inflation Story Hurt Stocks? Magnificent No More? Apple and Tesla Stocks Are Weighing on the Market. Our retirement planning newsletter and Shane Zutz’s leadership newsletter. 4/18/24 Retirement Planning Coffee Talk Weekly Retirement Planning Coffee Talks are an informal way for me to have conversations and answer questions with people even if they are not my clients for free. You are welcome to join the Facebook live or stop by my office for free coffee. There is no pressure to work with me or become my client by stopping by in person or online. It is my miss ..read more

“I feel like I should have had a financial education class” 4/11/24 Weekly Money Not Math Coffee Talk Topics discussed= Help support the Challenger Elementary School teachers and students by buying a coffee mug! What I See When I Watch Basketball. Where International Diversification Works—And Where It Falls Short. Which behavioral bias is most common and most detrimental to financial planning? Do we deal with a lot of retirement planning? The most successful investment accounts are owned by dead people. Weekly Money Not Math Coffee Talks are an informal way for me to have conversations and a ..read more

Go Gophers! 5 Steps to Spring-Cleaning Your Investment Portfolio. Morningstar Market Insights: Central Banks, Inflation, and Patient Investing. Cost of Capital: A Gut Check on High-Flying Stock Returns. 3/28/24 Weekly Money Not Math free Coffee Talk. Weekly Money Not Math Coffee Talks are an informal way for me to have conversations and answer questions with people even if they are not my clients for free. You are welcome to join the Facebook live or stop by my office for free coffee. There is no pressure to work with me or become my client by stopping by in person or online. It is my missi ..read more

2.23.24 Money Not Math interview with Tevin Moreno – Moreno Dental Services. Money Not Math 152. Did you know Tevin drove a bus to his first year of college and started his own practice/business straight out of college? Listen to this awesome interview to learn more about Tevin, his impressive path to becoming a dentist, and the lessons he has learned along the way. I left more impressed than expected and think you will too. Plus, there are some tremendous pieces of advice shared so it’s well worth the listen. Also, he may have a job opportunity for you. Help support his business and share ..read more

Topics discussed= Missing out by not talking finance? The Next BlackBerry? Are ‘Higher for Longer’ Interest Rates Back? The difference between Want and Need! Weekly Money Not Math Coffee Talks are an informal way for me to have conversations and answer questions to people even if they aren't my clients for free. You are welcome to join the Facebook live to talk or stop by my office for some free coffee. There is no pressure to work with me or become my client by stopping by in person or online. I look forward to some great conversations and hope you have a great day. I love to help people hav ..read more

“Roger Federer’s impact on the sport is maybe more than any man before him. His trademark style took the sport by storm and changed the way younger players approached it, essentially laying the groundwork for the next two decades of tennis. Beyond that even, his impact on the world of sport is clear for all to see and his position as a role model has never been questioned. Roger Federer is undoubtably the greatest tennis player of all time, but he may even be in the argument for the greatest athlete of all time as well.”- https://www.worldtennismagazine.com/archives/21793#:~:text=Beyond%20that ..read more

2.7.24 Live Money Not Math free Coffee Talk recording How Small, Consistent Actions Can Pay Off BIG in Finance & Life https://financeinsights.net/KXVwTdjwPh06aK7SQEj4XHVZn7M?email=drew%405stonefinancial.com&fbclid=IwAR1N7gvKurlDwWOqraMzlIxc-DxnkkLjRgOfOw12Cf1A8MFbcSJoKod1O6k Uncertainty is Underrated https://www.dimensional.com/us-en/insights/uncertainty-is-underrated Weekly Money Not Math Coffee Talks are an informal way for me to have conversations and answer questions to people even if they aren't my clients for free. You are welcome to join the Facebook live to talk or stop by m ..read more

Along with anybody else who attempts to forecast the investment future. Most who try to predict the market fail more often than not. Problem #1: Recency Bias Problem #2: Group Think Problem #3: Wishful Thinking Why Bother? “Why Investors Might Think Twice About Chasing the Biggest Stocks. As companies grow into some of the largest firms, the returns that push them there can be impressive. But not long after joining the Top 10 biggest by market cap, these stocks, on average, lagged the market.” – Dimensional.com #MoneyNotMath #5StoneFinancialGroup #EmptyNesters #RetirementPlanning #Retire ..read more