Financial Pathway

Did you know that just 3% of companies account for all the wealth ever created in the U.S. stock market? Or that Costco sells enough toilet paper to reach the moon and back… 200 times? Or that a tiny island with 15,000...

Career and financial choices top the list of the most anxiety-inducing decisions - far above health or relationships. It’s a reminder that money stress is both universal and deeply emotional...

President Trump says 50-year mortgages could make homes more affordable for struggling buyers. Is he right? Or would this fix just make the housing problem worse? Let’s unpack what a 50-year mortgage could mean for...

Author Morgan Housel’s new book, The Art of Spending Money, argues that the way we spend money matters just as much as how we earn or invest it. And for many of us, the biggest culprit that's killing our budget doesn't...

1️⃣ Giving People Money Helped Less Than I Thought It WouldA fascinating look at why direct cash transfers haven’t delivered the long-term results many expected. It’s a reminder that money alone doesn’t fix poverty...

Adoption is one of the most life-changing decisions a family can make, and it comes with both financial and spiritual challenges. Bryan Samms shares his family’s adoption story, how they balanced financial planning with...

Here's why I believe the greatest value of financial planning isn’t just in numbers. A real financial planner is someone who understands your values can help you avoid costly mistakes, navigate life’s changes, and find...

I was recently invited to be part of a conversation with Luke Clayton, Bryan Samms, and Mike Lester to discuss discipleship within the church. How do you structure a group study in a way that engages each person...

Taxes don’t have to be overwhelming. Planning ahead with powerful tax-saving strategies can help you keep more of what you’ve earned. Here's how we work with clients to proactively save instead of just looking back to...

What does smart investing really look like? Nate shares how we take the guesswork out of managing your money with a clear, disciplined process so you can stay calm in the markets and feel confident your retirement...

Retirement Reality Check: Americans believe they need $1.1M to retire but expect to save only 25% of that number, signaling a big savings shortfall...

If you’ve followed me for a while, you might know me as a "finance guy” but it may not be clear just from my videos/podcasts what I actually do? So I’m hitting the reset button to clear up the confusion. I’ll explain...

Young Americans are facing a housing crisis - understanding the 3-fold tragedy that brought us to this point.https://www.derekthompson.org/p/how-the-housing-market-for-youngGen Z trades stocks like they gamble. And it's...

One wrong turn can cost a marathon runner the race. And one wrong financial decision can cost you years of hard work. I've learned the sometimes the most valuable thing a financial planner can do is help you avoid the...

Congress just passed a massive 870-page bill with sweeping changes to taxes, healthcare, and more. But what does it mean for your wallet? In this episode, I break down the key takeaways on how this new bill may affect...