Making Money

“Business is war.” So says Kevin O’Leary, billionaire businessman and regular participant in the wildly successful U.S. TV program, Shark Tank. Read More

Despite my long career in business, I suffered a major case of entrepreneurial amnesia. All the good advice I gave clients during my 35-year business career flew out the window when I started my own business. Read More

Money, in our world, is a very important asset. Could money be defined as something other than paper bills and coins? Join us in discussion with financial advisor Allan Roth, who shares great insight on managing our money past the age of 60. Enjoy the show! Read More

After we lose a job, it seems that everyone has somewhere to go each day but us. Driving next to others, they appear to be on a mission to get to work to perform a job that we don’t have. “Why them and not me,” we would ask. Read More

For years I thought I had my finances and investments figured out. I had a financial advisor and felt well taken care of. I was grateful to have this smart man advise me and manage my investments for my retirement.
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When retirement is already a fact, it is too late to talk about saving money. What do you do then? In today’s video, Wealth Logic founder and financial expert Allan Roth shares some practical strategies for achieving financial security in retirement. Enjoy the show! Read More

The years before retirement are especially important for making decisions about our spending habits, investments, and other financial issues. Where do we begin? In this video, founder of Wealth Logic and financial advisor Allan Roth, gives us some pointers on being wise when creating our retirement plan. Enjoy the show! Read More

In the classic movie American Beauty, Lester explains to his daughter that he didn’t “lose” his job. He explains that if this were true, he could have found it again. If this were the case for all of us who’ve experienced losing a job, we wouldn’t be a SquarePeg and would have little need to read ahead. Read More

Human beings are naturally hard-wired to favor encounters and exchanges with like-minded people.

This website is proof positive of that inclination and it makes sense. Who else but another 60-something might grasp all (or most) of life’s intricacies than someone walking the very same journey? Read More

If you’ve ever thought about asking for help with your finances – maybe trying to roll over your 401k without getting dinged by tax penalties or making sure you’re not taking too much risk with your life savings – you may have found yourself wondering what financial advisors actually do. Read More