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Jun 8, 2021

John had the opportunity to meet and chat with Bill Murray and his brothers (Brian Doyle, Joel, Andy and Johnny) during their 20th "Murray Bros. Caddyshack Charity Golf Tournament" in St. Augustine, FL! 

Bill and the brothers discuss what investments they would avoid, who taught them the meaning of charity, and the best...


Jun 4, 2021

Planning for retirement can be overwhelming and stressful, but it doesn't have to be. Where do you start? What questions should you ask? When should you start planning? These are all natural questions that most if not all people have when they come and meet with John for the first time. Hear how John's process takes...


May 28, 2021

How much money would you need to have in your retirement account to feel comfortable saying you’ll never have to worry about money again?  Well, consider the case of retired NBA great Dwayne Wade.  He’s worth an estimated $120 million, and yet he tells Yahoo Finance he still worries about money. I guess maybe a...


May 21, 2021

We’d all like to think that we have our retirement planning under control, but The Motley Fool says there’s always something that surprises people.  John shares some issues that might catch you off guard and explains how he can help you avoid making mistakes! 


May 11, 2021

Are you working with a financial advisor, or are you one of those people who tries to handle everything yourself?  CNN came up with a list of situations in which people would benefit from some professional guidance.  Can we go over a few of these, and maybe talk about how you could help? John talks about helping to...