Let's consider the real costs of owning a home, and the real benefits of renting.

Whether you’re a firefighter nearing retirement, helping a parent with their health coverage, or just trying to get ahead of the curve before you turn 65 - this episode is for you.

“By the time we’re ready to talk about these things, it might already be too late to take meaningful action.”  - Shannon

As I often remind the firefighters I work with: “Save early in your 457(b) so you’ll have choices - choices about when to retire and how to spend your retirement.”

What the 4% Rule Gets Right and What It Misses for Public Employees “The goal isn’t to follow a formula - it’s to build a plan that fits your life, your health, and your values.”

When you’re working and hit a financial bump, there are workarounds. Firefighters can pick up extra shifts. Public employees might take on side jobs. And let’s not forget the gig economy - Uber, tutoring, dog walking, delivering groceries… your hustle, your choice.

I’m terrible at social media. And I don’t enjoy it. There, I said it. I’m the kind of person who will spend two hours agonizing over a 90-second video… only to never post it.

I’m not just someone who manages your deferred comp account. I’m a financial advisor. A planner. Someone who helps you look at your entire financial life - retirement income, family goals, risks, estate planning, and more - and build a plan that truly works for you now, and decades into the future.

I like structure, goals, and having a path forward. But somewhere along the way, I started to realize that I was constantly chasing a version of the future that I thought would finally make me feel secure, joyful, and content.

What if the same unpredictability that shapes your work life also gives you a powerful advantage when it comes to your money?

When you think about saving for your kids' future, where do you start?

Adoption was always on my heart. It wasn’t just a backup plan; it was part of the vision.

Jim’s book Overcoming Tuesday, co-authored with his sister, dives into the physical and mental toll firefighting took on him—and the healing that followed. It's a raw and honest look at what many firefighters face but rarely talk about.

When financial advisors talk about leaving a legacy , it’s usually about money - leaving something behind for your heirs. And while...

But during that time, I found something else - something that did stick: CrossFit. After just a few months, I was all in. I loved the intensity, the challenge, and the community. I wanted to coach. I attended the Level 1 Certification and, after failing the test once, I passed - and have been coaching ever since, starting back in 2008. As with anything in life, proficiency doesn’t come from a weekend seminar. That first certification didn’t make me a great coach. It gave me

What We Can Learn from Those Who Serve In a recent episode of the Compounding Change podcast, host Shannon Davis sits down with fellow...

Let’s face it—change isn’t fun. Most of us don’t go looking for it, and when it shows up, it usually feels like the last thing we’re ready for. But here’s what I’ve learned: with the right mindset and support, change can be one of the best things that ever happens to you. In these conversations, Jenna and I didn’t hold back. We talked about emotional healing, mindset shifts, and financial transformation—all the things people struggle with but don’t always talk about openly.

Firefighters know better than most how connected health and performance really are—your job literally depends on being physically ready at a moment's notice. But over time, I've learned that physical strength is just one piece of the equation.

Imagine you're training for a marathon. You wouldn’t wait until the end to prepare. Retirement works the same way. It’s not a finish line you suddenly cross—it’s a whole new race. Whether you’re a few years out or still have a decade to go, now is the time to prepare with purpose. And just like any good training plan, your retirement prep doesn’t need to be overwhelming. With the right mindset and a few clear steps, you can go into this next phase of life with clarity and co

In the latest episode of the Compounding Change podcast, host Shannon Davis sat down with experienced realtor and entrepreneur Rich Ganim to explore the power of small, consistent actions in the world of real estate and life. Rich’s journey from unexpected setbacks to thriving business owner offers lessons for anyone striving to build something great through perseverance and smart decision-making.