What The Most Interesting Man in the World Taught Me

The last several weeks have been engulfed by nothing but the election and what will come of this country, how the market will respond, or what will happen to our own bottom lines based on who wins. Welp, it’s finally over and we at least have some insight into the next four years. The rest…

The Real Story Behind The Lion King

You could say the Lion King was about courage, finding yourself, and all that. But at its core, this is a story about one of the most important financial and life planning decisions any family can make. Read here to see what I’m talking about…

Planning For Newly Weds

Before I went surfing in SoCal at FutureProof, I drove back to Columbus, Ohio, to see two of my closest friends from college get married.  Columbus is only a seven hour drive away, and the way flight prices and general airline issues look these days, a road trip was just what the doctor ordered. But,…

It’s OK If You Don’t Need A Full-Time Advisor

Let’s be real. Asking for help is hard. It’s difficult because it often requires a bit of self-awareness and putting your pride to the side.   For example, the piano is one of the most beautiful instruments to me. When played well, it is one of the few instruments that can invoke several emotions in just…

The Juice Is Loose

I’m back with another fascinating celebrity estate plan case. And this one is a stark contrast to what we learned from Aretha Franklin, Amy Winehouse, or Whitney Houston’s estate planning woes. That’s because, reputation aside, I can certainly say that he had his estate plan well-planned.  He may have been one of the most controversial…

Seven Silent Wealth Killers

The late, great Charlie Munger once said, “The first $100,000 is a b**ch, but you gotta do it. I don’t care what you have to do… find a way to get your hands on $100,000. After that, you can ease off the gas a little bit.” This has nothing to do with high-yield savings accounts,…