Robert’s caution anchors this Investopedia piece: AI doesn’t think critically or form new ideas — think of it as a fancy Google — so review its cited sources the way you’d vet a stranger’s investment tip. Read the full article →
Can ChatGPT Revolutionize Your Retirement Strategy? Read More »
Robert covers Colorado 529 advantages — the CollegeInvest state tax break, tax-free growth, and $25/month minimums — plus the flexibility point he gives clients: at $30,000, unused funds can convert to a Roth IRA if college isn’t the path. Watch the segment →
529 plans make tax-free college saving easier than ever for Coloradans Read More »
Robert offered on-air advice on saving for children’s college — how to start, where the tax advantages are, and how to keep flexibility if plans change. Watch the segment →
Saving for your kids’ college funds Read More »
Robert explains why the TCJA cliff makes planning tricky — advisers effectively need to run two financial plans for clients because nobody knows when or whether the law will sunset. Read the full article →
Tax Cuts and Jobs Act Expirations: Changes That May Impact You Read More »
Robert warns the couple off asking an insurance salesperson for advice, suggests a lower-cost financial coach, and prescribes the order of operations: kill high-interest debt, max employer plans, and get both budgeting and investment costs down. Read the full article →
Fortune quoted Robert on the market’s rebound to record highs: all-time highs are exciting but expected in a growing market — like announcing once a summer that a tree hit a new all-time height. Read the full article →
The S&P is back to record highs — proving the wisdom of buying and holding Read More »
Business Insider quoted Robert on lifestyle creep — earn more, spend more, get stuck. His fix: route raises somewhere other than your checking account, because if your net pay doesn’t visibly rise, you don’t feel the need to spend it. Read the full article →
‘White Lotus’ star Jason Isaacs and the trap of lifestyle creep Read More »
Robert is the lead profile in this Barron’s Advisor feature: after his original niche fizzled, he rebuilt Delagify around detail-oriented clients — engineers, geologists, analytical professionals — leading with his auditor’s background: an auditor on your side. Read the full article →
Why Financial Advisors Sometimes Switch Client Niches Read More »
Robert explains the two faces of a rate hold: it stings if you carry debt, but rewards savers — and he walks through scaling an emergency fund from the first $1,000 to three-to-six months of expenses. Watch the segment →
How current interest rates are impacting Coloradans’ bank accounts Read More »
Denver7 brought Robert on as the deadline approached with practical guidance for procrastinating filers — what to do first, and what not to panic about. Watch the segment →
Last-minute advice if you still haven’t filed your taxes Read More »
