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Category: Money Mindsets

What To Do When You Experience A Financial Setback

August 26, 2026

Financial setbacks happen to everyone. A bad investment, business deal, rental property, or unexpected loss can feel overwhelming—but one setback doesn’t have to define your financial future.

In this video, Dave shares how to put financial losses into perspective, evaluate whether a loss is temporary or permanent, and decide when it makes sense to cut your losses and move on.

Most importantly, setbacks can become some of our greatest learning opportunities.

Learn how to use financial setbacks as opportunities to make better decisions, avoid repeating the same mistakes, and move forward with confidence.

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Why Does Retirement Feel So Scary?

February 6, 2026

Retirement is supposed to be the reward at the end of a long career… so why does it feel so scary to think about?
In this video, we break down why planning for retirement can feel overwhelming, even when you’ve “done everything right.” It’s easy to picture retirement as simple and stress-free—but once you really start thinking through the details, fear can creep in fast.
We talk about how retirement disrupts the 3 F’s:
• Finances – Will my money actually last?
• Fulfillment – Who am I without my work?
• Familiarity – What happens when my daily routines disappear?
You’ll learn practical ways to get more comfortable estimating your finances so you’re not guessing in the dark, plus mindset shifts that can help you rediscover hobbies, build new routines, and create a retirement that feels meaningful—not scary.
If retirement planning has been sitting in the back of your mind (or keeping you up at night), this video is for you.

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How to Financially Recover from a Major Life Event

November 29, 2025

No one likes to imagine facing a major life setback, but being financially prepared can make all the difference. Today, I’ll talk about how to manage the financial challenges that come with unexpected events and share a few mindsets that can help you stay grounded during difficult times.

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HSAs: Good, Better, and Best

November 4, 2025

Answering all your questions about HSAs! I’ll talk through good, better, and potentially the best strategies to use to get the most out of an HSA.

Good – Making a yearly contribution and using it within the year or in following years to pay for medical expenses tax-free.

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I’m a Long-Term Investor in Human Beings

April 17, 2025

It’s been a challenging 2025 for investors so far. While no one knows what will happen in the markets in the short-term, I’m definitely a long-term investor in human beings and our ability to innovate, create value and work together to solve even our most challenging problems!

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Big Financial Journeys Begin with Small Steps

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 and believe that you can achieve your big goals and create the life you are meant to live.

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