Most people overcomplicate money. They chase trends, get lost in jargon, and miss the bigger picture.

I’ve spent 25+ years in financial services, built Balance Wealth Partners, and written two books to make finance simple, for young adults just starting out and for retirees looking for clarity.

In this video, I break down how to avoid costly mistakes, build confidence in your financial plan, and create a future you can count on.

If you’ve been putting off getting your financial life in order, this is the place to start.