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Common Sense Financial Podcast

May 23, 2017

I recently published my second book titled 'Generational Planning - Creating and perpetuating wealth for generations'. I wrote the book for a number of reasons, but primarily it was to help educate the public about what planning your estate really means. There is a lot of limiting thinking when it comes to transferring...


May 15, 2017

If you have a living mother, father, grandparents, brothers, sisters, children or grandchildren then this is a topic that could be beneficial for you. There is never a one size fits all solution for how a generational plan is to be arranged. Family dynamics, their belief system, and their financial situation will...