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Unlock Your Dreams with Practical Financial Advice

solve the money maze

Navigating the money maze doesn't have to suck, but you know what? Figuring out your financial life is the secret sauce to living a life where chasing your dreams isn’t just late-night wishful thinking—it’s your Monday morning. It all boils down to finding the financial advice that resonate with your vibe, your values, and the kind of life you're itching to lead. When you get a grip on your cash flow, you're unlocking doors to a life that actually makes you feel alive.

That’s where I come in. I'm not your average financial guy saying the same things as everyone else. Through my podcast, YouTube channel, and blog, I’m here to toss the rulebook and share everything I’ve learned about making money work for you. Picture me as that friend who’s always willing to be brutally honest with you—the one who’s going to tell you straight up which bits of financial wisdom are gold and which are just glitter. We’re talking real talk, no fluff, on everything from stacking your cash to investing in your future. So, if you’re ready to kickstart a life where following your passion is the norm, not the exception, you’re in the right place. Let’s dive in.

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Watch on YouTube

Short, value-packed videos to help you on your financial journey.

"You need to have something to believe in, something to strive towards, before any long-term financial strategy makes sense."

Listen to the Advised Podcast

Interviews and insights on a wide range of financial topics. Rick’s mission is to lift the veil on personal finance and help you make better decisions.

Advised Podcast Ep 016: Should You Own Stocks? | with Hamilton Brandenburg

The challenges of owning individual stocks, and how we invest for our clients. Whether you're a DIY investor, or a client of a traditional firm, this ...
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Advised Podcast Ep 015: When to Take Social Security | More Than Just Math

Today's discussion covers the factors to consider before taking your social security.  Listen to how we help clients choose the right age to claim social security ...
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Advised Podcast Ep 014: How to Afford Health Insurance In Retirement – Before & After 65 | with Jocelyn Wolf

Thinking of retiring before 65? Don't Miss This One! Today I shed light on Health Insurance in retirement with the help of insurance expert Jocelyn Wolf. ...
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Advised Podcast Ep 013: Taking Control Of Your Financial Journey | with Brandon Lovingier

Today is an important discussion around mindset for any stage of your financial journey. Listen as we discuss finding balance between saving and living, and defining ...
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Advised Podcast Ep 012: Stop Living Paycheck to Paycheck | with Ohan the Money Doctor

Ohan "The Money Doctor" is a certified financial planner who helps beginner investors navigate their financial challenges. In this episode, he passionately dispels financial myths and ...
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Advised Podcast Ep 011: How To Spend In Retirement | with Hamilton Brandenburg

Today's episode is all about retirement income planning. I chop it up with Hamilton Brandenburg, a virtual financial planner focusing on helping retirees spend money and ...
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Read the Blog

Simple articles filled with actionable tips for your financial life.

Stop Ignoring Your Biggest Financial Asset: Your 401(k)  

4 minute read Welcome to the world of retirement savings. Let’s dive into your 401(k) and discover how you can make the most of ...
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Smart Investing: Building a Strong Financial Future through Long-Term Strategies

Investing is a powerful and important tool when it comes to securing your financial future. The sooner you can get started, the better — ...
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Boosting Financial Literacy: Empowering Your Child with Strong Money Management Skills for a Brighter Future

A parent's role is not only to support their children but also to guide them towards a happy and healthy life. One essential aspect ...
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Schedule a free discovery call

Book a call with Rick to get to know each other and learn more about the flat fee difference.

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