Insights, Advice, and Conversations to Shape Your Financial Future

DISCUSS WITH RUSS

“Discuss With Russ” is your go-to resource for navigating the complex world of personal finance. Whether you’re looking to manage risk, seize new opportunities, or avoid common financial pitfalls, our blog offers insights to help you succeed at every stage of your financial journey.

We’re here to provide actionable strategies and thoughtful guidance to help you take control of your financial future.

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Videos Crystal Lee Butler, MBA Videos Crystal Lee Butler, MBA

Smart Money Moves After an Inheritance or Windfall

A young professional suddenly received a trust fund but had no idea how to handle it. Should they invest? Pay off debt? Save for the future? In this video, Russ Rivera walks through the steps he took to help them create a solid financial plan—one that ensured their inheritance would last and work for them.

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Videos Crystal Lee Butler, MBA Videos Crystal Lee Butler, MBA

Smart Tax Strategies to Save Money and Reduce Stress

Tax season doesn't have to be a last-minute scramble. With smart, year-round planning, you can reduce stress, stay organized, and make tax time work for you—not against you. Watch this episode of Sidewalk Talk where Russ Riveria explains how.

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Videos Crystal Lee Butler, MBA Videos Crystal Lee Butler, MBA

Love and Money: Finding Financial Harmony

Money issues can strain any relationship, but they don’t have to. In this video, Russell Rivera shares how one couple used financial planning to turn tension into teamwork by aligning their goals and habits.

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Videos Crystal Lee Butler, MBA Videos Crystal Lee Butler, MBA

22 and a Millionaire??

What if we told you that you're a millionaire at only 22 years old? Find out why your future work outcome is such an important factor on your personal balance sheet.

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