Caught Up In the IRA and 401(k) Dilemma

Because of his decades of experience as a financial advisor and consumer advocate, Doug Andrew is often sought out for many different types of advice. He regularly has articles published on how to eliminate entitlement mentality, taking personal responsibility and the best ways to save for retirement. In today’s episode, Doug takes a deeper look…

Continue Reading →

How You Save For Retirement Can Make All the Difference

One of the more common questions that Doug hears on a regular basis is whether or not the person asking should save for retirement in a particular manner. Specifically, this question often takes the form of something like, “Should I have a standard 401(k) or IRA or a Roth IRA?” Sometimes they’ll ask about different…

Continue Reading →

Why is the Wealth Management Industry On the Brink of Disruptions?

Would it surprise you to learn that the wealth management industry is ripe for disruption? Here’s the kicker, disruption can actually be a very positive thing that leads to refinement and improvement. In today’s episode, Doug goes over some of the reasons he believes the wealth management industry is due for a shakeup that could…

Continue Reading →

My Wife and Daughter Survived

About a year after we were married, my wife Sharee was expecting our first child when she became deathly sick and had to be hospitalized. Doctors discovered she had a football-sized cholodocal cyst that couldn’t be completely removed without causing further complications. Throughout the pregnancy she battled pancreatitis and cholangitis and nearly died. Miraculously Sharee…

Continue Reading →

Personal Responsibility Makes Us Free

A great deal of Doug Andrew’s focus in life is on strengthening his family. This includes not only his children and grandchildren but also his employees and his clients that he thinks of as family. In today’s episode, Doug talks about the necessity for attaining personal responsibility at as early an age as possible. He…

Continue Reading →

What You Can Do About Ever-rising Taxes

One of the biggest differences between the wealthiest, most successful people this country and everyone else has less to do with privilege or luck and more to do with the fact that they understand how they’re affected by taxes. For instance, the vast majority of authentically wealthy people don’t save for retirement in tax-deferred vehicles…

Continue Reading →

How to Create Certainty for Your Future

Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.” While there’s no way out of the first one, there is something each of us can do to alleviate the second one. I’m not saying we should avoid paying our fair share—taxes are important; they go toward…

Continue Reading →

What You Should Have In Common With the Ultra Successful

Doug Andrew has many opportunities to work with and educate highly successful individuals and entrepreneurs. In his more than four decades of experience, Doug has noticed some interesting trends. For instance, the vast majority of very successful people did not get successful and wealthy in traditional accounts in the market. This means they did not…

Continue Reading →

Ask the Right Questions, Get the Right Answers for Retirement

It’s astonishing how many people are content to simply do what others are doing. They aren’t in the habit of questioning why things are done the way they are. For instance, well over 90 percent of Americans still choose to save for retirement in tax-deferred vehicles like IRAs and 401(k)s. In this episode, Doug Andrew…

Continue Reading →

Take Me Out to the Ballgame … Of Life

Touching All the Bases Can Help Your Family Score Big America’s pastime, baseball, is a game that has captured our attention for over 100 years. There are the unforgettable moments—home runs, diving catches and the biggest crowd pleaser of them all—the grand slam. And as anyone knows who has eaten a ballpark dog and sipped…

Continue Reading →