
VIDEO: Scarcity vs. Abundance: How Your Mindset Shapes Financial Success
Scarcity vs. Abundance: A Different Way to Think About Money
This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.
Filter byCategory:

Scarcity vs. Abundance: A Different Way to Think About Money

Twenty years ago, Dan wrote Financial Success for the Rest of Us, a guide to navigating money, investing, and building a secure future. Now, two decades later, he’s revised the book to reflect today’s financial world and the changes are eye-opening.

The famous 4% rule has guided retirees for over 30 years, but its creator, William Bengen, now says the safe withdrawal rate should be closer to 4.7%.

If you’re debt-free, have a solid emergency fund, and still find yourself with thousands left over each month… should you stop saving?

Should you convert to a Roth IRA? We cover the key pros, cons, and timing strategies—plus situations where a conversion might not make sense at all.

When should you sign up for Medicare? Whether you’re turning 65 soon or still working past retirement age, knowing the right time to enroll is key to avoiding costly penalties and coverage gaps.

In this video, Dan and Leah sit down to talk honestly about financial independence: what it really takes to plan for it, common blind spots that can derail your progress, and how Quality of Life Planning® can help you stay on track even when your goals change.

In this video, we dive deep into the concept of “Die With Zero”, the idea of intentionally spending down your wealth so you maximize your life experiences without leaving a large balance at the end.

A powerful story about a dedicated nurse, a well-earned retirement, and why real recognition goes beyond plaques and praise.

Why is financial planning so confusing for so many people? In short—because there’s a lot of money in the financial world. And wherever there’s money, there are people trying to take advantage of it.