Entertaining, Captivating and Enlightening

More people now fear running out of money in retirement over dying. That fear is understandable when you think about our lack of savings, limited planning and worries about social security.

Book Derek

Actionable Retirement Advice & Takeaways

Derek specializes in making complex financial topics and strategies simple, fun and easy to understand.

Reviews various retirement challenges
Outline how to optimize social security income
Opportunities to reduce taxes
Will show how to implement strategies to potentially increase retirement income

See Derek In Action

Derek has appeared frequently on local news stations, has a Youtube Channel and has given numerous retirement talks at companies.

Impacts of Inflation

Derek and Mark discuss inflation numbers and how they impact the average person.

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Ask Derek

Derek answers financial questions from his audience.
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Recession Risks

Keith and I discuss potential recession risks and interest rates.
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Strech Your Dollar

Laura and I discuss various options to save for college

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Interview with Shell

Shell and I discuss what you should know about divorce.

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Midterm Elections

How will midterm elections impact the stock market

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Entertaining, Captivating and Enlightening

Actionable Retirement Advice & Takeaways

See Derek In Action

Impacts of Inflation

Ask Derek

Recession Risks

Strech Your Dollar

Interview with Shell

Midterm Elections

Book Derek For Your Next Engagement