Businesses engage in a formal and organized goal-setting process. It involves strategic planning that takes into consideration time horizon, opportunity, and threats. This process demands constant updates. Do you set goals? Do you follow a goal-setting process? ...

There’s immense value in living in alignment. You’ve heard the saying, “Stand for something, or fall for anything.” When you’re clear on what your personal mission, values, and goals are, you know what you stand for, and what you stand against. You have clarity around...

There’s a lot of value in having a personal mission statement. One major benefit is that it helps you prioritize your life.  Why is this important? Well, either you live by priority, or you live by pressure.  Have you ever known someone who's constantly...

Would taking a business-like approach to your personal finances put you in a better place? If you were to implement more systems and processes, would you better position yourself for success? I think yes.  The more we can manage our financial lives like...

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, dishwasher,...

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?  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...

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 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...