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6 Signs It’s Time to Ditch DIY Retirement Planning

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.

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It’s the People

In this video, Senior Wealth Planner Steve Johnson explains why he’s excited to join Gold Family Wealth. Hint: it’s the people.

How We’re Different

Holistic and comprehensive financial planning can make a huge difference in client outcomes. Michael and Steve discuss why in this brief video.

Investor Behavior

What does turbulence on a plane have to do with investing? Listen to Michael and Steve discuss investor behavior in this short video.

The Value of Combined Experience

Not all wealth management firms understand the importance of pushing past archaic systems. In this short video, Michael and Steve have a conversation about how Gold Family Wealth is excelling without being shackled to outdated paradigms.

The Next Five Years

What does your five-year plan look like? For Senior Wealth Advisor Steve Johnson, controlling his own destiny is at the top of his list.

Alignment of Values – Behavioral Finance

In this short video, Michael and Steve discuss the importance of holistic approaches and factoring in behavioral economics when considering wealth strategies for clients.

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