In this podcast we discuss the discipline, planning and strategy you may want to use when deciding on your entry and exit of investment holdings.

In my years as a Registered Investment Advisor, I have sat across the table from hundreds of clients who came in not because they lacked ambition—but because no one had ever given them a roadmap. While reading the 10th anniversary edition of The New Jim Crow by Michelle Alexander, I was struck by a concept she draws from the sociologist Loïc Wacquant: the "closed circuit of perpetual marginality"—a self-reinforcing system designed to keep people trapped. Alexander quotes Wacquant to illuminate how institutions cycle individuals through disadvantage with no visible exit. Though rooted in the sociology of incarceration, I recognized it immediately as a financial reality for millions of Americans. Limited access to capital. Reactive decision-making under pressure. Missed opportunities compounding into lost decades. And the relentless grind of instability that makes long-term thinking feel like a luxury. As an advisor specializing in comprehensive financial planning, my job is to interrupt that circuit—and replace it with a structured framework that builds real, lasting, guaranteed wealth.

During this podcast we discuss the steps to take when leaving your job to start your own business. From the cubicle to the CEO!

We talk with Tyeisha Velasquez, a young woman that currently made the transition and has a lot to say about the process.

Check out her IG page at "Thesundaysaucefamily" or at her website: anygivensundaysauces.com

In this podcast we address what is holding you back from moving forward toward your goals.

Executive Coach Tandelyn Weaver joins on the discussion and gives excellent advice on how to get past your excuses!

During this podcast we talk about the differences between saving and investing, and why you should be clear on which one you should be focusing on during different phases of your life.

This is critical information to assure a strong financial foundation for building wealth.

During this episode we talked about various financial scams designed to separate you from your money!

Listen to this podcast and learn about the many uses for a private family bank. We also talk about my new multi-generational wealth building system called the Hive Family Wealth Building Strategy. Check it out!

In this podcast we discuss the importance of researching your family history. Doing so can give you some ideal of the accomplishments and wealth building efforts of past family members. This can also help you create a proper accounting of your families holdings and assets.