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Have a question you would like answered on video? Submit it below. Just know videos are planned a couple months out but one could slide a surprise in a few weeks if time opens up.

Important: This is not financial advice—think of it as swapping stories with a friend who's learned a thing or two on their journey.

FAQ's

Absolutely! These are designed to be educational for anyone who wants to learn.

My daytime passion is at the firm I co-founded called Pandowealth, where I am helping the Chick-fil-A community (after my 20-year career at the Support Center, Athletes, and those with $1 million in assets or more. If that isn't your situation, then I suggest several options to consider: CFP and Napfa are two great Fee Only Planner websites to search.

Important: This is not financial advice—think of it as swapping stories with a friend who's learned a thing or two on their journey.