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Talking to Your Parents About Their Money

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Rowan Financial

  • March 12, 2025
This video gives you ideas for how to start a conversation with your elderly parents about what they want to do with their money. Beyond their
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Where Should I Rollover My Old 401k?

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Rowan Financial

  • February 18, 2025
This video talks about three options for old 401k rollovers. One – rolling over your old plan into your current employer’s plan. Two – rolling it
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Big Financial Journeys Begin with Small Steps

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Rowan Financial

  • February 5, 2025
Have you established big financial goals for 2025? This video talks about the importance of giving your brain smaller, “stair-step” actions to get you moving forward
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Should I Buy or Lease a Car?

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Rowan Financial

  • January 28, 2025
In this video I rumble through lots of math to definitively answer the question – should I buy or lease a car? (Hint – and there
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Doing the Math – Traditional vs. Roth 401(k) Contributions

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Rowan Financial

  • January 9, 2025
We’re doing lots of math in this video to help you decide whether it makes sense to do traditional 401(k) contributions or Roth 401(k) contributions if
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Capital Reserves for Investment Real Estate

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Rowan Financial

  • December 11, 2024
This video talks about the importance of having capital reserves in place, not only from a math standpoint, but also in terms of the mindset you
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The Slow Motion 1031 Exchange

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Rowan Financial

  • December 4, 2024
This video talks about what I call the Slow Motion 1031 Exchange. This complex tax planning topic is great if you 1.) have properties that you
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4 Powerful Questions to Help You Decide What Kind of Business to Open

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Rowan Financial

  • November 13, 2024
When I’m trying to do something new, different and potentially scary in my life, I like walking around and talking to people about what I’m trying
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