The calendar recently slid past my birthday which means I’m now officially in the last year of my 30’s. Yikes! You hear this all the time but it’s no joke that the years do seem to go by more quickly as you grow older. Kind of surprisingly, this brings me no anguish as each year proves to be another fun adventure. I’m excited to see what 39 has in store.Read More
Filtering by Category: Motivation & Inspiration
If you asked me what I was doing 2 years ago, I would have told you that I was building out a traditional financial planning business focused on a monthly retainer model paired with investment management services. If you asked me what I was doing 1 year ago, I would have told that my business had morphed into a financial consulting practice focused on a simple, fee per-service model. If you asked me what I was doing 1 month ago, I would have told you that online courses were becoming my focus. If you ask me what I’m doing today, I will tell you that all of the above are now taking a back seat.
Why all the pivots?Read More
Why do you invest?
Such a simple question, right? When asked this, most people’s response has something to do with retirement. But this is normally a canned answer simply because we know we are supposed to save and invest for retirement. The problem is that there is no deeper meaning or motivation behind this type of investment strategy. There’s no excitement. No drive. And I firmly believe this is the primary reason why so many people are underfunded for retirement.Read More
Before placing 2018 in the books, it’s worthwhile to take a look back on the year. This not only includes a reflection of the monetary events that transpired but — more importantly — the personal development that took hold.Read More
Last year following my 37th birthday, I wrote a piece on gratitude which I hope to continue on as the birthdays keep coming (fingers crossed!). This is an important piece to me because it reminds me that too often I focus on financial matters while neglecting to underline the true purpose of money.Read More