For his 20th visit Craig Stiles shares an interesting episode as we discuss how our (Tom & Sandy) 100% investment with Ameriprise and Craig came to be. The long game of planning, strategizing and consolidation. We have never had all of our savings assets with one firm, we do now!

Learn more about Craig and his take on financial wellness by visiting:

https://www.ameripriseadvisors.com/craig.stiles/

Key words to listen for:

- #theRFZ
- Analysis paralysis
- How financial planning/fitness and peanut butter are a good analogy!
- Craig as our CFO (Chief Financial Officer)

Head on over to https://www.tommattshow.com for all things #RFZ!