The best teachers make us feel impatient, frustrated, dumbfounded, scared, or greedy. These emotions are the curriculum for personal growth and peace. Allowing ourselves to not try to outthink, outsmart, out do these feelings is about as counter intuitive as it gets, yet where the gold lies. This is the grading system: how little muscle…

Read More

George Kinder is thought of as an “advisor to advisors” in financial services.  He’s made a name teaching advisors how to discover what’s really important to people.  He uses three main questions to ‘cut to the chase’ – the last of which I’ll answer for myself below.  Maybe you could do the same for yourself.…

Read More

Optimism is sometimes misunderstood. The optimist is often lumped into being overly hopeful or naïve.  In comparison, I’ve even noticed that criticism, or certain forms of pessimism, are fashionable – almost like it’s and indication of strong intellect.  Usually under the guise of “rational” or “realist”. While it might sound like semantics, I think there’s…

Read More

Happy Marriage I don’t mean everyday is Valentine’s Day.  And, I don’t mean that you need to even share the same vision financially – although it helps.  My observation is that the deal-breaker for wealth accumulation/preservation is spite.  As long as each person feels supported in their endeavors, encouraged, and heard – time will play…

Read More

There’s a human temptation to one-up people.  To be better than.  To win or be right.  Travel down the spectrum and we might meet domination, or always right, always winning.  There is no shortage of current and historical examples in sports, business, and global politics. We might contrast domination to the idea of longevity: where…

Read More

Spoiler: this is not a traditional market prediction. There’s a distinct difference between believing in something and having faith in something.  This is an age-old topic, but I think it’s particularly relevant now. Belief is where we grasp during times of uncertainty.  Belief is what we hold onto to bridge the gap between something we…

Read More

Making a difference – or having an impact – seems to be very popular language in younger generations. I’ve become convinced this is not just a “younger” person thing, though. The desire to make a difference is far reaching because, at its core, is the desire for recognition or the desire to not feel pointless. …

Read More

A long runway is needed for the scenarios that will give us the most joy. Frequently, runway is referenced in business when a new project is being undertaken.  Are there enough resources (time, money, and people) to make the project sustainable on its own before everything propping it up gets swept from underneath? Other scenarios…

Read More

Frequently, we think our problem is solved, but all we’ve really done is trade problems.  This is relief.  We shift our concern from one place to another. If we have frequent headaches, Advil may relieve the pain.  But, frequent and long-term use of Advil may present its own challenges. If we don’t like the way…

Read More

Selling has changed the last 20 years. This is not limited to professional “sales” titles.  We all make attempts to move employees, bosses, customers, family members, and patients in a certain direction.  The act of articulating an idea that might help, receiving some sort of verbal or non-verbal objection, and playing with the give /…

Read More