Welcome to our new website!

Blog

April 16, 2025

The WEP and GPO Repeal Revolution for Texas Educators

For years, Texas educators faced an unfair reality. Teach in public schools, earn your TRS pension, and watch your hard-earned Social Security benefits vanish. The Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) weren't just…

View more
April 10, 2025

Houston Layoffs 2025: Financial Survival Guide From The Trenches

  Since January 2025, we've witnessed a troubling wave of layoffs sweeping across Houston's economic landscape. This isn't isolated to a single industry or a temporary correction—it's systemic and affecting thousands of Houstonians acros…

View more
April 6, 2025

Rules-Based Active Management Shields Retirees When Markets Fall

The biggest retirement mistake isn't choosing the wrong investments—it's treating retirement as if it were a single event rather than an ongoing process with multiple decision points. After more than two decades working with state employees an…

View more
April 2, 2025

Market Drops, Beyond Buy and Hold: The Power of Rules-Based Investing

When markets drop, it's natural for anxiety levels to rise—especially among clients nearing retirement. Having spent over two decades guiding state employees, educators, and healthcare professionals through their retirement journeys, I've seen…

View more
Jan. 6, 2024

Portable generators for home power

Portable generators for home power have become increasingly popular in recent years, especially in areas prone to natural disasters and power outages. This essay will discuss the benefits and uses of portable generators, as well as the inspiration b…

View more
Dec. 30, 2023

Financial literacy is essential education

Financial literacy is essential education. Financial literacy is essential education because it equips individuals with the knowledge and skills necessary to make informed financial decisions. In the podcast transcript, the host discusses the impor…

View more
Dec. 18, 2023

Built to Move: Juliet and Kelly Starrett's Blueprint for Lifelong Physical Wellness

Introduction: Juliet and Kelly Starrett, renowned authors and fitness experts, recently discussed their book "Built to Move" on the "Money Matters Podcast." Their approach revolutionizes the concept of physical health, emphasizing sustainable and ev…

View more
Dec. 18, 2023

Leadership from Within: Exploring Rachel Rider's Vision in 'Who You Are is How You Lead'

Introduction: Rachel Rider, a distinguished executive coach, and author, brought a fresh perspective to leadership in her recent appearance on the "Money Matters Podcast." Her book, "Who You Are is How You Lead," delves into the profound impact of s…

View more
Dec. 18, 2023

Surviving the Scorch: Understanding the Impact of Extreme Heat with Jeff Goodell

Introduction: Jeff Goodell, an esteemed author and journalist, sheds light on the life-threatening effects of extreme heat in his latest book, "The Heat Will Kill You First." His recent appearance on the "Money Matters Podcast" provided an in-depth …

View more
Dec. 18, 2023

Revolutionizing Retirement Healthcare Planning: Insights from Christine Simone's Caribou

Introduction: Christine Simone, co-founder and CEO of Caribou, a software solution that simplifies healthcare planning for retirees, shared her groundbreaking approach on the "Money Matters Podcast." Her unique perspective bridges the gap between he…

View more