Stock Market Woes? Let’s Head To The Gym.
While on the phone Monday, a concerned client developed his own analogy during the steep market decline. He’s in wealth accumulation and will likely save close to $100,000 this year, so his lens of a market…
Read MoreWhere Do You Boomerang With Your Money?
Social psychologists reference the “Boomerang Effect” as a reaction to being persuaded. When we “boomerang”, we do the opposite of what we are being persuaded to do – this reaction helps us feel like we’re taking…
Read MoreHow’s Your New Year’s Resolution Going?
This is the time of year when the locker rooms at the gym are a little less crowded, the change from wine to nighttime tea switches back to wine, and the morning meal preparation for the…
Read MoreHow To Plan AND Be In The Moment
Sacrificing now for the future is a conundrum of personal finance. The act of delaying happiness seems antithetical to being in the moment. Saving more money now, should lead to more fun and more financial freedom…
Read MoreTranquility Needs Rebranding
The title of this post comes from a quote in a recent podcast with Dax Shepard and Sam Harris that I’ll attempt to expand upon for all our financial well-beings. Sam was referencing that a life…
Read MoreMake More Money By Doing Less
Making more money is less about more relationships, more customers, more raises at work, and more on your calendar. These are short-term solutions, that yes, will infuse your bank account. However, they fall short of addressing…
Read MoreWhy Stillness Can Make You Rich
Please let me preface this post by the fact that my wife, Nikki, is more grounded than me. I think about the future – a lot. Which bodes well for clients; it doesn’t always for a…
Read MoreFinancial Independence Is An Onion
There are many complicated layers to being financially independent – like an onion. First a quick personal story for analogy. I use Wednesday as a day to be less structured. It’s my day to be in…
Read More“Get Off My Lawn” vs. “But This Job Isn’t My Passion”
The topic of polarization has been covered at nauseum, especially in consideration of our current political landscape, but I’m going to give it a whirl from a slightly different angle – and, make the claim that…
Read MoreFinding Advice Applicable to You
I recently wrote about the ‘expert mindset’ in Be Wary of the Expert. The post was meant to encourage all of us to continually learn and be open to being wrong vs putting a stake in the…
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