Thoughts From the Finance Factory

Episode 22: Will The Night King Get His Wall? Talking Markets w/ David Lentz

Its 100 days until the start of Game of Thrones and its time to call your shot. Who ends up on the Iron Throne? Also, will President Trump get his wall like the Night King tore down the Wall with his Ice Dragon? Is the government being “shut down” a bad thing? Are we going into a Recession? Is This Bear Market gonna get worse?

We Tackle all of these topics and a few more as we discuss the recent market volatility.

Episode 21: Talking Markets With Arun Chopra, CFA, CMT

In this episode of the Finance Factory Podcast I talk with Fusion Point Capital Founder Arun Chopra about what is going on in the equity markets.  We talk about the recent volatility and what the Fed may do.  We also discuss tariffs and there impact on the markets.

Be sure to rate the podcast and subscribe on your favorite podcasting app.

The 10 Days of Tax-mas

With less than a month left in 2018, time’s running out for you to finish your wealth management and tax planning to-dos. Many tax opportunities have an annual expiration date of Dec. 31, and this year presents unique possibilities. Here are 10 items you can check off your lists before the ball drops on New Year’s Eve.


Episode 19: 28 Things Everyone Needs to Know About The New Tax Law

This is a recording of the presentation we have been giving on the changes to the tax code and how its going to impact everyone. If you are interested in reviewing how the law will impact you and your personal tax situation you can reach out to us to schedule a complimentary tax action plan. Contact us at 336-310-4233 or to schedule your time. You can also visit to contact us.

What Would Homer Simpson’s Will Look Like

This is a guest folks from the folks at Fabric

One of the most important ways you can help protect your family is to write your last will and testament, which can do everything from distributing your estate to detailing who should take care of your kids if you were to pass away.

This process doesn’t have to be dry, boring or depressing!

To make it fun, we did a thought experiment using one of our favorite TV shows: What would Homer Simpson put in his will?

Here’s what we came up with:


Episode 18 – Don’t Be A Jerk w/ Tony Isola

A wide ranging conversation with Tony Isola about retirement planning for teachers. We talk about Tony’s time in the trenches as a teacher in NYC and the struggles teachers face. We talk about the conflicts in the public sector retirement space (FYI there are tons), the abuses we have seen and how to fix them. We also spend a few minutes talking about North Carolina’s Teachers Retirement Plan. (more…)

Episode 17: Behavioral Investing with Dr. Daniel Crosby

In this episode we have a discussion with Dr. Daniel Crosby about his new book The Behavioral Investor, the meaning of Success, psychology of investing and a host of other topics.

Buy The Behavioral Investor here

Find Dr. Crosby on twitter @danielcrosby

FinCon wrap up

What do FIRE, Hoops, Podcasts, Alexa, and Dave Ramsey all have in common?

They were just a few of the topics covered at FinCon 2018.  This was my first FinCon and to say it was an interesting experience is an understatement.  I didn’t know what to expect going into my trip to Orlando.  While I have been to dozens of conferences over my career this one was different.

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FinCon 2018: It’s Here!

Fincon 2018


I can’t believe it is already September. 2018 is flying by and the adage of days go by slow, but years fly by and get more meaningful the older I get. This is a big week for me. I am going to be heading to FinCon. For those that don’t know FinCon is the largest conference for financial bloggers and I am one of the speakers. This is my first time speaking at a major conference so I’m not gonna lie I’m more than a little nervous. (more…)

Your Brain Is Hurting Your Money!

History of TV and Money!

I’m gonna let you in on a dirty little secret. TV and pop culture have manipulated you and your brain!

It was by design.  It has crept into your subconscious and it has caused you to make a bunch of bad decisions in your life and in particular your financial life.  How much TV (Netflix) do you or your family watch in a day?  A 2010 study showed that the average child watches more than 4.5 hours of TV a day.  That’s over 1600 hours of TV in a year!  Now let’s talk about how it affects you and what you need to do to fix it. (more…)