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.

Subscribe to receive the latest posts, updates, and exclusive content directly to your inbox.

Stay connected!

Education Planning Crystal Lee Butler, MBA Education Planning Crystal Lee Butler, MBA

Why College Savings Plans Shouldn’t Be One-Size-Fits-All

Balancing college savings with other financial priorities can be tricky, especially if you're also approaching retirement. This episode of Sidewalk Talk explores two real-world cases where college funding plans had to adapt. From over-saving concerns to rethinking investment strategy, it’s all about aligning goals. Watch to see how personalized planning makes a difference.

Read More
Insurance Planning Crystal Lee Butler, MBA Insurance Planning Crystal Lee Butler, MBA

Is Your Insurance Keeping Up? How to Stay Covered Through Life’s Changes

Taking the time to review your insurance policies is one of the smartest ways to protect your financial well-being. Life has a way of throwing curveballs—whether it’s a sudden storm, a plumbing disaster, or an unexpected medical diagnosis—and having the right coverage means you’re prepared for whatever comes next.

Read More
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.

Read More
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.

Read More
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.

Read More