Category Archives for Financial Education

Podcast #8: Estate Planning

 Meaning Of MoneyPodcast by Eagle West Group Topic: Estate PlanningDiscussion of the basics of estate planning including the reasons why it’s important and the reasons why try as they might so many people don’t undertake or complete the process. Our guest is Willow McJilton. Willow is a respected Trust and Estate Planning attorney who had a […]

Read More »

How to Identify Emotional Spending and Conquer It

Emotional Spending

With advertisements at every turn, it is nearly impossible to avoid the temptation of shopping nowadays. From TV commercials to billboards, advertisers are constantly trying to convince consumers that their products will make us thinner, happier, successful and fulfilled. These ads can also be particularly damaging to those prone to emotional spending. Why We Emotionally […]

Read More »

Podcast: Millennials and Money Pt. 2

 Meaning Of MoneyPodcast by Eagle West Group Topic: Millenials and Money Pt. 2In part two of millennials and money, we continue our discussion with Evelyn and Omar. Both of them candidly share their hopes, ambitions, and fears of an uncertain world and their place in it.

Read More »

How To Pay Off Credit Card Debt

Getting out of debt is an important component to get yourself in a solid financial position.  Having a structured disciplined approach can help you get out of credit card debt (and pretty much any type of debt) no matter how big your balance is.  If you only have one debt, your strategy is simple, pay […]

Read More »

Podcast: Do It Yourself Options

Meaning Of Money Podcast by Eagle West Group   Topic: Do It Yourself Options Michael Clarke and Eric Imley discuss the world of do it yourself options including Robo advisers, target-date funds and talk about the pros and cons of using one or the other.

Read More »

Teaching Inheritance Management To The Next Generation

Unfortunately, family wealth is not guaranteed to be passed down from generation to generation. In fact, studies show that family assets are lost from one generation to the next around 70% of the time. And 90% of the time, assets are gone by the third generation. This is often due to the fact that most […]

Read More »

Podcast: Couples & Money

Meaning Of Money Podcast by Eagle West Group   Topic: Couples & Money Let’s talk about how couples can get on the same page when it comes to their finances. Our guest is Jason Gipstein a marriage and family therapist. Jason will share his insights on how couples can improve the quality of their relationship […]

Read More »

Raising Girls to be Money-Wise Women

Like most parents I know, my wife Tracy and I divide up the many pieces of that puzzle called ‘parenting.’ Being the CFP® in the family, teaching our girls about money and finance falls firmly on my shoulders. When I first began to delve into this piece of our daughters’ education, I did my research. […]

Read More »

Why Being Too Conservative at Investing Can Prevent You From Having the Kind of Retirement You Want

Retirement is the ultimate goal for most people, most of us already have a vision early on of what we want retirement to be like for us.  Therefore, for years we strive and work hard at doing what we think are the “right things” that will put us in place of retiring when and the […]

Read More »

How To Avoid Being a Target

If I had a dime for every time over the course of my 27-year career I’ve heard the phrase “they don’t teach finance in school“ I’d be wealthier than I want to make my clients. This form of lament is especially common among high income earning professionals who quite commonly face unique sets of financial […]

Read More »
1 2 3

Check the background of this investment professional on FINRA's BrokerCheck

Advisory services offered through EWG Elevate, Inc. dba Eagle West Group.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.