If your advisor still talks in jargon, you might as well hire a toddler
Ever feel like your financial advisor is speaking another language? Here’s why clarity matters when planning for retirement, estate strategies, and wealth management.
The market’s been tossing people around this year…
The stock market can feel like a stormy boat ride—smooth one day, choppy the next. Here’s why keeping your eyes on the destination, not the waves, is the secret to long-term investing success.
Join me at the bar asking strangers about money
Everyday people share honest answers about retirement, investing, and financial planning. Discover how real-world experiences compare to expert advice.
Cheer Stunts & Investing: What They Have in Common
Cheer stunts and investing have one big thing in common: risk levels. Learn how to match your investments to your comfort zone and avoid financial flips.
Estate Planning Made Simple: Big Tax Changes You Should Know
The estate tax exemption just increased to nearly $15 million. Learn what this means for your family, your legacy, and how to create an estate plan that protects the people you love — without the hassle.
Want to Win With Money? Build Your Dream Team
Winning with money takes a team. Just like the OKC Thunder brought home the championship with teamwork, you can reach your financial goals with the right players in your corner—your financial advisor, CPA, insurance pro, and more. Here’s how to build your winning money team.
School Supplies? Check. Now Let’s Talk College Savings.
Back-to-school season isn’t just about new shoes and supplies—it’s a smart time to think long-term. Learn how a 529 plan can help you invest in your child’s college future with tax advantages and time on your side.
Twin Talk: Building Wealth is the Goal
Twin sisters—one a realtor, one a financial advisor team up to help you build wealth beyond the home purchase. Learn why the right house is just the beginning of a smart financial plan.
Market & Economy Update | July 31, 2025
Markets have rebounded since spring, inflation is cooling, and interest rate cuts may be ahead. In this quick video, Mindy shares what it all means for your financial plan—and why staying invested still works.
When’s the Last Time You Tuned Up Your 401(k)?
A 401(k) checkup takes less time than an oil change—and could add thousands to your future. In this quick video, Mindy shares three things to review now so your retirement isn’t running on empty.
How to Think About Investing Using Wine
Mindy uses a wine bottle and four glasses to break down the investing buckets every household needs—from emergency savings to long-term retirement goals. A must-watch visual guide for building financial clarity.
Being a Mom Is Harder Than Money Planning
Being a mom is harder than figuring out your finances. In this short video, Mindy Cook shares how holding her newborn great-nephew sparked a powerful reminder: if you can handle motherhood, you can absolutely handle your money.
Retirement Regret Hurts More Than a Black Eye
If you’ve been winging your retirement plan, this video is your sign. Mindy Cook shares how a black eye from a tubing mishap reminded her what really hurts—reaching retirement without a roadmap.
Oklahomans: Trump’s Tax Change Could Save You Thousands
Trump’s “Big Beautiful Bill” just passed — and it could save your tax strategy. If you’re planning Roth conversions, timing income, or wondering what comes next for your finances, here’s what you need to know now.
Trump’s “Big Beautiful Bill” Just Passed — Here’s What It Means for Your Taxes
Trump’s “Big Beautiful Bill” just passed — and it could save your tax strategy. If you’re planning Roth conversions, timing income, or wondering what comes next for your finances, here’s what you need to know now.
Cheer Moms, When’s the Last Time Someone Cheered for YOU?
You’re always cheering for your daughter—who’s cheering for you? Learn why every cheer mom deserves a smart, personalized financial plan to secure her future and retirement goals.
Think leg day is painful? Try living without a budget.
Nobody loves budgeting—just like nobody loves leg day. But both are the secret to long-term strength. In this quick video, Mindy Cook of Elevation Wealth Partners shares why a strong financial foundation starts with the basics. If your budget needs a spotter, she’s got you.
7 Steps on Budgeting After a Divorce
Did you know divorce ranks as the second most stressful life event? Financial concerns only add to the pressure. Learn how to take control and pursue your goals with a post-divorce budget. Read on to learn how you can create a post-divorce budget that can help you take control and pursue your goals.