Word of the Day: Balance

Do you have balance in your life? In this video, Rob talks about what balance is and shares with you tools to balance life and work. Topics Discussed: What is balance? Why is having balance in life important? Can a lack of balance in your life affect your health? What are ways to balance your […]
Word of the Day: Budget

Many of us consider the word “budget” a dirty word, but it doesn’t have to be. In this video, Rob discusses how budgeting has changed over the years, simple ways you can begin building a budget, and the emotional aspect of budgeting. Topics Discussed: What is a budget? How has budgeting changed and become more […]
Transitions

In this video, Rob discusses how life transitions affect us both emotionally and financially and how those two factors go together. Topics Discussed: What is a transition? How can you prepare or plan for certain transitions of life? How to transition from work life to retirement What are the tax implications of major life transitions? […]