Stay Wealthy San Diego

42:27 | Apr 30th, 2019

When it comes to investing, historical returns show us that, for the most part, a buy-and-hold strategy will always outperform an active one. This means that, once you have a concrete investing plan i...Show More

43:42 | Apr 16th, 2019

Buying a home comes with huge financial implications, and many of them come into play well before you make an offer and close on your mortgage. You could spend months, years, or even decades saving up...Show More

14:32 | Apr 2nd, 2019

The most common question about Social Security is "when should I take it?"  It’s a simple question but there are a number of factors that need to be considered before you can accurately answer. If you...Show More

43:03 | Mar 19th, 2019

Think you don’t have anything of value online? Think again. The reality is, almost everyone who uses the internet in any capacity has digital assets to protect. Digital assets can include any account ...Show More

34:44 | Mar 5th, 2019

Are you a working professional? If so, now is the perfect time to make smart moves to lower taxes in retirement. Nearing retirement or already retired? Don't worry, it's not too late to win the game a...Show More

32:44 | Feb 19th, 2019

Did you know anyone can call themselves a financial advisor? Or a financial planner, a wealth manager, an investment manager… the list goes on and on. Believe it or not, these titles have no legal or ...Show More

28:59 | Feb 5th, 2019

Decades of hard work and savings can be wiped away with one bad investment decision. Don't believe me? Just ask this guy: "I took out a $75,000 mortgage, put it all in bitcoin (at $19,442) and right n...Show More

17:17 | Dec 18th, 2018

In this episode, I share: Three super-easy financial planning tips you should tackle before 2018 wraps up. Don't worry, it's not your typical "contribute the maximum to your retirement accounts." A T...Show More