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A Simple Solution to Better Goal Setting See more success when you use THIS to set goals.

A Simple Way to More Successful Goal Setting Discover how a list could help you level up your goals.

The Undeniable Power of Lists in Financial Planning Why smarter goals & more success start with a list.

How Simple Lists Can Enhance Your Goals Find out how to set better goals using a basic list.

It's critical to talk with aging relatives about their future while they're still healthy. Learn how to prepare for this important conversation by reading our latest article, “A Practical Approach to Helping Aging Relatives Prepare for the Future."

Caring for Aging Parents Are Your Aging Relatives Prepared for the Future?Talking to your aging relatives about their future is never easy, but ensuring they're being taken care of is vitally important. With a proper roadmap in place, you can approach the difficult topics with your relatives, such as their independence or h...

It can be tough to talk with aging relatives about their financial future, independence, health care, and day-to-day living. Learn how to prepare for this difficult conversation.

Caring for Aging Parents Are Your Aging Relatives Prepared for the Future?Talking to your aging relatives about their future is never easy, but ensuring they're being taken care of is vitally important. With a proper roadmap in place, you can approach the difficult topics with your relatives, such as their independence or h...

Helping aging relatives prepare for the future is never easy. With a roadmap, you can improve the outcomes for the people who matter in your life.

Caring for Aging Parents Are Your Aging Relatives Prepared for the Future?Talking to your aging relatives about their future is never easy, but ensuring they're being taken care of is vitally important. With a proper roadmap in place, you can approach the difficult topics with your relatives, such as their independence or h...

50+? Worried about recessions & retirement? FREE Guide Discover 3 Reliable Income "Shock Absorber" Strategies

Over 50? 3 Strategies Used by Smart Investors FREE Guide Discover Retirement Income "Shock Absorbers"

50+ with less than $1M in investments? FREE GUIDE 3 Income "Shock Absorbers" Used by Smart Investors

Wealth Management | Sugar Land, TX | Marshall Wealth Managemnet, LLC At Marshall Wealth Management, LLC a registered investment advisory firm, we specialize in financial education as a component of our wealth building agenda. This is accomplished through our numerous workshops and seminars throughout the community, as well as, our partnerships with churches...

Podcast number 74 You have to get ahead to catchup In this podcast we discuss the importance during this time of uncertainty to have a little extra cushion in your cash reserves. This heightens your level of security and allows your investments to work through the market corrections with risk of being depleted unexpectedly.

Podcast Number 73 Cooperative Economics When it comes to building multi-generational wealth it makes since to combine your resources with other family members. Multi-Family Wealth Cooperatives can be a very effective generational wealth building tool. During this podcast we discuss our Hive Multi-Family Wealth building System, designed to...

Podcast number 72 Know your money faults This episode deals with the psychology of money. When you know how to deal with your emotional relationship with money, you will be in a better position to manage your money and build wealth.

Podcast number 71 Things to consider before you buy a home In this podcast we talk with two professionals that are a critical component of the home buying process. A mortgage broker and a real estate appraiser. Hear what they have to say before you buy your home!

Podcast number 70 manage your taxes and build wealth In this podcast we talk about a few was to minimize your taxes while building wealth and establishing retirement income.

Podcast# 69 establish a private pension plan During this podcast we discuss the concept of private pension plans funded with index universal life insurance policies. You will learn what a pension plan or defined benefit plan is and how you can establish your own non-qualified private pension plan.

Podcast number 68 For on your needs vs your wants for the first 90 days In this podcast we talk about spending on needs for the first 3 months of the year, not your wants. Redirect all extra funds toward savings or debt reduction. This is called zero-balance budgeting. Approaching the beginning of the year in this way puts in a discipline mindset, and will properly prep...

Podcast Number 66 Know your percentages Percentages are present in all aspects of your financial life. It is extremely important that you know what percent of your money is where and why. These percentages such as, percent of cash, stocks, bonds, real estate, etc should be in line with your goals and risk tolerance.

Podcast number 65 Invest in rental property and put the profits into insurance Today we talk about the concept of investing in single family and multi-family real estate and using the monthly cashflow to pay life insurance premiums for an index universal life policy. This strategy can provide you with tax-free cash as well as tax-free income if you commit to the time it takes....

Podcast number 64 When investing in any market it is important to be discipline In this episode we discuss the importance of having a functional investment plan or strategy in place. But all the planning in the world means nothing unless you are consistently working your plan with discipline and conviction!

Podcast number 63 To Thine Own Self be True: Know your risk tolerance You have got to know what investments work for You; not what other people say is for you, or what they are investing in. Know what average annual return You need to reach Your goals, and what amount of risk that You are comfortable taking.

Get expertise and knowledge from a skilled financial advisor to achieve your goals.

Achieve Your Dreams with a Financial Plan  Achieve Your Financial Goals  Learn how a financial advisor can help you manage your finances and achieve your goals.Your browser does not support HTML5 video.Download the ArticleTo manage finances and achieve goals, everyone needs a financial advisor and a financial plan. Read this article to le...

Just like the best athlete needs a coach, even the savviest investor can use insights and advice from a skilled financial advisor.

Achieve Your Dreams with a Financial Plan  Achieve Your Financial Goals  Learn how a financial advisor can help you manage your finances and achieve your goals.Your browser does not support HTML5 video.Download the ArticleTo manage finances and achieve goals, everyone needs a financial advisor and a financial plan. Read this article to le...

Podcast number 62 Don’t count other peoples money Stay in our wealth building lane. What he has and what she got has nothing to do with your journey. Use it as motivation; but not as a gauge. During this weeks podcast we talk with Jornae Rideaux a young entrepreneur trying to grow her business and build wealth. Jornae owns Produce Milk (www.produce...

To manage finances and achieve goals, everyone needs a financial advisor and a plan. Read this article to learn how I can help you build the future you deserve.

Achieve Your Dreams with a Financial Plan  Achieve Your Financial Goals  Learn how a financial advisor can help you manage your finances and achieve your goals.Your browser does not support HTML5 video.Download the ArticleTo manage finances and achieve goals, everyone needs a financial advisor and a financial plan. Read this article to le...

Podcast Number 61: There is a place for every dollar and every dollar has its place It is important that you have your money in the correct savings and investment vehicles when you are trying to build wealth. You would not keep your meat in the pantry! Don't keep your long-term investments in cash, or your emergency cash in stocks! During this podcast we talk about the three-bucket...

Podcast 60 Treat excess weight like debt! Shed pounds and build wealth! In this episode we discuss the importance of overall good health and weight management. There seems to be a direct correlation between weight loss and improved finances. We talk with Iisha Taylor, a certified Trainer and owner of Taylor'd Training in Louisville, KY. She shares with us some great ide...

Podcast number 59 Preventive maintenance saves you money Health is Wealth! And during this podcast we talk with Dr. Gary Sheppard about steps you should take to practice good healthcare maintenance. The key point that Dr. Sheppard addresses is the importance of annual checkups with your primary physician. Just like it is very important that you have annua...