Had a conversation with a potential client recently.Heโs like, โRoger, Iโm talking to a big-name firm.โI said, โAwesome. But let me askโwhere are you at in the decision process? Whatโs gonna be your criteria?โHe was a little thrown off, expecting the … [Continue reading]
I worked with a guy named Mike. He runs a killer fabrication shop, top of the line stuff. His business is crushing it.But hereโs the thingโMikeโs relationship with money? Total mess.Even though his shop was successful, the dude was haunted by his … [Continue reading]
If youโve listened to Dave Ramsey, you know the drill: cut up the credit cards and live on rice and beans.For many, especially those getting out of debt, thatโs solid advice.But what if youโre in the seven- or eight-figure net worth club?Is it time … [Continue reading]
Just saw this BlackRock ad where someone asked, โWhat will I need at 65?โ and got a totally vague response.Hereโs the deal: The real question is, โHow much should I save to retire comfortably?โ Letโs cut through the BS and get specific.I recently … [Continue reading]
In today's edition of "My Two Cents," Roger talks about how perceptions of wealth shape our views. From Jerry Jones's flip phone to sudden business windfalls, money affects how weโre treated. Remember, donโt judge a book by its cover. … [Continue reading]