VLOGS

Planning 1st! Everything we do starts and ends with a plan! Last quarter, top funds were not index funds...what gives? 📈

We are constantly looking for ways to level up the value we provide to you. When I recently learned about the Health Analysis and Longevity Optimizer, aka HALO, I immediately knew it was something I needed to build into our Financial Life Planning process!!!

I had one of those lightbulb moments recently that unless you've gone through a Discovery Call with me in the last year, it's likely you have not gotten to hear about the new "awesomeness" level Drucker Wealth's team has achieved.

Take a look at the attached article "5 Questions to Ask Yourself 5 Years Before You Retire" to start creating your retirement vision. The article contains helpful questions to help you get started such as “What surprises does life have in store for you?” Throughout this question, it touches upon things such as your health, your family, the economy, and natural disasters.

In today's video I am wishing all of our favorite mom's a very Happy Mothers Day and sharing some great resources for caring for aging parents. I also share wise words from Warren Buffet!

When meeting with new potential clients, one of my first questions is always to find out if we're going to be focused just on your financial situation or if you have kids, a spouse, dependents, familial responsibilities, that are part of your financial outlook as well. In the video you'll hear the best, or at least the most entertaining answer, I've gotten to this point.