TELEVISION

On Radio Entreprenuers, Jason discusses his business approach, his unique value proposition and how he works with clients who want to align their portfolio to their values.

There can be a lot of confusion around 401k, IRA, 403b, and other accounts you may have. We'll discuss the differences and share some tips on how to balance competing priorities.

Happiness Jungle TV Show - Financial Happiness Jason is one of the most uniquely qualified financial professionals. Jason works with individuals and businesses on everything that matters to them financially. Jason is a fee only fiduciary who works exclusively in the best interests of his clients.

COFFEE AND A QUESTION:

FACEBOOK LIVE STREAM WEBINARS

Bite-sized video content on a wide variety of financial topics, problems, issues and stuff that's just plain confusing.

Coffee and a Question: What is Monte Carlo and how can it help me?

Coffee and a Question: What is the difference between a mutual fund and an ETF?

Coffee and a Question: How will I ever save enough for my kids' college education?

Coffee and a Question: What is a "Robo-Advisor"?

Coffee and a Question: Should I buy an annuity?

Coffee and a Question: What is rebalancing and is it important?

Coffee and a Question: Can you explain your legal disclosures in English

RADIO

Jason (On Friday April 14th) and many fellow entrepreneurs discuss why they started their respective businesses and the unique value proposition they provide on Radio Entrepreneurs.

TOPICAL WEBINARS

SMARTER THAN MOST EPISODE 1: NEGATIVE INTEREST RATES: A brief description of how negative interest rates work and what they mean.

THE LIGHTER SIDE

My Financial Advisor Be Like... Haaaaaaaaaaaaa

Saving for retirement means navigating a potential minefield of high fees and bad advice. Billy Eichner and Kristin Chenoweth share some tips. Connect with Last Week Tonight online...

We are the fiduciary answer to this problem

Tony Robbins takes to the streets of New York to find out just how many investors really know what the word fiduciary means.

PLEASE REMEMBER:

- INVESTING AND INVESTMENT MANAGEMENT INVOLVES RISK, INCLUDING THE LOSS OF YOUR INITIAL INVESTMENT OR ANY INVESTMENT GAINS.

- PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.

- THIS GENERIC INFORMATION IS PROVIDED FOR EDUCATIONAL PURPOSES ONLY AND SHOULD NOT BE CONSTRUED AS A RECOMMENDATION FOR ANY INDIVIDUAL TO TAKE A SPECIFIC ACTION.

- PLEASE INVEST PRUDENTLY AND SEEK PROFESSIONAL HELP FROM A FINANCIAL ADVISOR, INVESTMENT MANAGER, ACCOUNTANT, LAWYER OR OTHER PROFESSIONAL ON MATTERS THAT YOU ARE UNSURE OF OR THAT ARE UNIQUE TO YOUR PERSONAL CIRCUMSTANCES.