Author: Kyle Mills
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Curiosity Is the Retirement Skill Nobody Talks About
Johnathan Burgess shares an internal leadership memo and explains why curiosity is the mindset that...
Warren Buffett Says People Are in a Gambling Mood — What That Means for Your Retirement
Luke Maloney-Grimes and Johnathan Burgess finish unpacking the Berkshire Hathaway experience,...
Berkshire Hathaway 2025: What Warren Buffett Taught Me About Life and Investing
Luke Maloney-Grimes recaps his trip to Omaha — Warren Buffett's final shareholder letter, the...
What Your Financial Advisor Relationship Should Really Feel Like
Johnathan Burgess compares a great client-advisor relationship to a marriage — built over time,...
Finance Dad Jokes — The Episode That Will Make You Laugh About Money
What happens when two financial advisors who are also dads sit down with a stack of finance jokes?...
3 Client Meetings That Reveal the Truth About Retirement Planning
Three clients, similar assets, completely different plans. Johnathan Burgess shares real lessons on...
What Warren Buffett Teaches Us About Retirement Investing
Luke Maloney-Grimes heads to the Berkshire Hathaway annual meeting. Before he goes, he and...
Will War, Oil Prices, and Inflation Crash Your Retirement?
With oil prices surging and global conflict in the headlines, Johnathan Burgess explains how...
You Can Have $1 Million and Still Retire Wrong
Hitting a million dollars feels like the finish line — but it's not a retirement plan. Johnathan...