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Wealth by Design

Jan 27, 2018

If you are investing money, you are should be paying attention to your rate of return, interest rate and expected yield. There are a lot of confusing numbers and jargon that go along with investing, so we are dedicating this episode to explaining a few of these terms!

Understanding a rate of return

A rate of return is...


Jan 18, 2018

Being a successful entrepreneur requires a lot of expertise in a lot of different areas. One of the most important aspects of becoming a successful business owner is having your finances in order; after all, with no money, you've got no business. I have had an entrepreneurial drive since I was young, and understand...


Jan 11, 2018

Imagine someone asks you to write a story. They give you the title: A Perfect Life. Except you don’t get to choose the main character. And you don’t have much control over their childhood. Oh, and you can’t pick their family either. But their friends? All their relationships, jobs, and each and every choice they...


Jan 4, 2018

We’ve all heard the warnings and are well aware that we should save more for retirement. And now that it’s a new year, it’s a good time to resolve to take concrete steps to do just that.

Before one can take the first step, however, you must have an understanding of these retirement accounts so you can make...


Jan 4, 2018

Happy New Year! Here at the Worth It podcast we’re excited to share with you our advice on how to go beyond stereotypical New Year’s resolutions and move into a goal system development mindset. It’s one thing to have good intentions after the holidays and another to take concrete steps towards accomplishing the...