🕖 It’s Sunday night. Time for... The Bottom Line.

Tonight’s story starts in a garage.

Two friends. One big idea.
And the company that would put a computer in every home.

But just as fast as it all rose…
He was out.
Fired from the very company he built.

Most people would’ve disappeared.
He got better.

Started over. Bought a little animation studio you might have heard of — Pixar.
And then… found his way back

What came next?
Well… you’re probably holding it in your hand.

🎧 Press play and hear the true story of the ultimate comeback.

“The Garage” — a new episode of The Bottom Line

👇 Audio below.

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
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For more resources: 👉 https://wfa-nc.com/insights

📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...

To schedule a complimentary consultation with me: 👉...

Retirement isn’t just a financial decision — it’s a relationship one. In this episode of That Financial Guy, I walk you through the three (okay, four) critical conversations every couple should have before they leave the workforce.

We’ll cover:

• How to align on your retirement lifestyle and monthly spending
• What to do when one spouse wants to retire early and the other doesn’t
• How to plan for “what ifs” like illness or losing a spouse
• And why dreaming together might be the most powerful financial move of all

Whether you're five years out or already halfway packed for Margaritaville, this episode will help you retire together — not just at the same time.

🎧 Listen in and then ask your spouse the questions that really matter.

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...

For more resources: 👉 https://wfa-nc.com/insights

📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...

To schedule a complimentary consultation with me: 👉...

What happens when you retire… and then unretire just four days later?

In this episode of That Financial Guy, I tell the true story of Jim — a 64-year-old IT professional who thought he was ready for retirement until a surprise tax bill and market dip sent him back to work by Tuesday.

We’ll walk through his short-lived retirement and unpack the three key lessons that could save you from the same fate:

• Why retirement isn’t just a math problem
• How tax diversification can make or break your income strategy
• And the hidden risk of withdrawing in a down market

Whether you're a few years away or already retired, this episode offers real talk, real numbers, and a reminder that confidence without planning can be costly.

👉 Need help stress-testing your retirement? Visit www.wfa-nc.com

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...

For more resources: 👉 https://wfa-nc.com/insights

📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...

To schedule a complimentary consultation with me: 👉...