Discuss with Russ
“Discuss With Russ” focuses on helping you face financial challenges and start thinking about how to build the life you desire no matter what comes your way. We want to help you take advantage of opportunities, manage risks, and avoid pitfalls so you are most likely to succeed.
Blended families often face hidden financial tension that traditional families might not.
Different upbringings, spending habits, and priorities can lead to friction unless they’re addressed head-on. In this episode of Sidewalk Talk, Russell Riveria walks through why communication is key and where to start.
What do you do when your financial future could be impacted by someone else’s past? This video features a real-world client scenario where smart planning helped prevent potential setbacks.
Moving isn't just about a new address—it’s about what that change means for your finances. In this video, Russell Rivera explains how to assess your full financial picture before making a move. Whether you're expanding, downsizing, or relocating, it’s a conversation worth having.
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.
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.
Money is a common source of stress in relationships. In this video, Russell Rivera shares how one couple balanced their differing financial habits and strengthened their partnership through a thoughtful financial plan.
Financial clarity can transform uncertainty into confidence. In this video, Russell Rivera shares how a thriving entrepreneur balanced their personal and business finances for a stress-free year ahead.
Are you worried about your financial health as we head into 2025? Now’s the perfect time to review your plans and make last-minute adjustments so you can end 2024 strong and start 2025 out on the right foot.
The holidays can be overwhelming, especially when it comes to spending. In this video, Russ Rivera discusses how to avoid the financial hangover that often follows the season. If you've ever felt stressed about paying off holiday expenses, this is worth a watch.
In our latest video, Russell Rivera delves into the emotional and financial complexities of separating from a long-term partner. Discover how targeted financial advice can make a significant difference.
Are you making decisions that benefit your future self? Learn how to avoid potential regrets in this episode of Sidewalk Talk.
Who says you need to spend a fortune to enjoy your favorite sports? In his latest video, Russ Rivera reveals a hidden gem for all sports enthusiasts.
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.
If you’re a high-wage earner, there’s a specific provision in the SECURE 2.0 Act you need to be aware of.
Congress passed the new SECURE Act 2.0 in late December, and while it contains many updates that affect retirement savers, there are two changes in particular that you will want to be aware of right away.
In this Instablog, Russ shares an idea for how you can save money on travel expenses.
There’s one thing people often don’t do at the end of the year that they should. In this Instablog, Russ explains what that is.
In this episode of Discuss with Russ, Ije Nwokomah of The Commission International joins Russ to talk about creating a vision for your future, getting clear on what you want, and creating a path to reach your goals.
Russell shares his thoughts on the importance of disability insurance and why you need to have it.
You often hear that owning a home is important for building wealth and surviving inflationary times. While that may be true, there are other important factors to consider regarding whether you can actually afford to buy a house.
In this Instablog, Russell shares his personal story about why he chose to go to Harvard, how he paid for it, and how he paid off his student loan debt in just two years. Then he shares some advice on how you can make smart, informed decisions about educational expenses.
After retiring from the NFL, Marques Ogden ran a multi-million dollar construction business, then he lost everything. Watch this episode of Discuss with Russ as he shares the lessons he learned and how he picked himself back up again.
Have you noticed that many businesses are now passing credit card fees onto the customer?
If you’ve been a long-time investor, you’re probably experiencing deja vu - after all, this is not the first time we’ve had a bear market.
Would you believe it if someone told you there’s an upside to inflation? When prices are on the rise, so are rents and property values, and that benefits homeowners.
The last time we saw rising interest rates like we’re seeing today was around 2005, so if you’re 37 years old or younger, this is the first time you’ve been through this kind of economy as an adult. For perspective, watch our video, “You’re Not Alone.”
On this episode of Discuss with Russ, Russell talks with Scott Richards, employee benefits broker and strategist with Hilltop Strategies, about rising health insurance expenditures due to Covid and the various individual health insurance plan options available in 2022.
Russell Rivera, CFA, CFP, talks with Ross Karp, CLTC, founder and president of 3P Insurance Services, about managing personal financial risk with life and long-term care insurance.
Learn about how auto insurance rates are calculated and choosing appropriate coverage limits, how an umbrella liability policy can give you additional protection from loss, homeowners insurance coverage areas you might need to add to your policy, as well as cyber liability and a few types of insurance you may not have even known were available.
All Articles & Videos
Blended families often face hidden financial tension that traditional families might not.
Different upbringings, spending habits, and priorities can lead to friction unless they’re addressed head-on. In this episode of Sidewalk Talk, Russell Riveria walks through why communication is key and where to start.
Salary gets all the attention, but your benefits package may hold just as much value. With open enrollment around the corner, now’s the time to look closely at your health plan, retirement savings, and insurance options.
With identity theft cases on the rise, knowing how to protect your information is more important than ever. This article walks through what to watch for, when to take action, and how to build stronger defenses.
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.
Managing your money online is convenient, but it comes with growing cybersecurity risks. Scammers are getting smarter, and attacks often start with human error, not high-level hacking. Here's how to reduce your risk with practical, proactive steps.
A patchwork portfolio may not hurt you now, but over time, it can quietly erode returns and complicate planning. This guide explains the benefits of consolidating your investments where appropriate, how to get started, and why it’s worth reviewing your full financial picture.
What do you do when your financial future could be impacted by someone else’s past? This video features a real-world client scenario where smart planning helped prevent potential setbacks.
Not sure what to do with old financial documents? Some should be shredded, others stored securely, and a few can go straight to the trash. Learn how to declutter your paperwork the right way while keeping your personal information safe.
You set up your 401(k)… but is it actually working for you? Many people ignore their retirement accounts for years—don’t let that be you! See the simple steps to keep your 401(k) on track.
Planning a summer vacation that’s both fun and financially sound takes more than picking a destination. In this video, Russell Rivera shares how to align travel choices with what really matters—without overspending.