We Wear Many Hats: The Keys to Finding Balance

We Wear Many Hats: The Keys to Finding Balance

Have you ever heard the saying, “If you want something done, give it to a busy person?” Do you think it’s true? We all wear many hats, and it’s hard to get everything done.  I’m a husband, dad, financial advisor, podcaster, writer, short-order cook,...
How to Get More Financial Control: Be Your Own CFO

How to Get More Financial Control: Be Your Own CFO

In an uncertain world, we crave control. We want to do everything we can to be physically, mentally, and emotionally healthy. And we want as much financial control as we can get.  What can you do to get more financial control? You can become your own CFO (Chief...
Is Your Financial Perspective Helping or Hurting You?

Is Your Financial Perspective Helping or Hurting You?

Is your financial perspective helping or hurting you?  Do you know what your financial perspective is? Let me take a step back.  Perspective is defined as “a particular attitude toward or way of regarding something; a point of view.” I like to think about...
How to have a Great Financial Future

How to have a Great Financial Future

Your financial future is wide open. One promise of America is our ability to achieve whatever level of success we want. It doesn’t matter if you’re the son or daughter of a billionaire, or you’re a first-generation American.  Success and a bright financial future...
The Best Financial Organizer

The Best Financial Organizer

The best financial organizer is that one that works.  I’m fond of saying that I’d rather be useful than brilliant. Meaning, I’m way more effective at getting my message across when I’m honest and vulnerable, versus when I’m using a bunch of jargon to make myself...