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,…

How To Handle An Inheritance

A few weeks ago, I was featured in my friend Sam Becker’s piece on the Great Wealth Transfer in Fast Company. Sam poetically describes it as “massive, multigenerational avalanche of cash and assets sliding down from the Silent Generation and Boomers to GenX, Millennials, and GenZ.” This is happening behind closed doors to a myriad…

The Secret to (My) Success

What advice would you give me or another 20-something-year-old entering the “real world?” Leave me a comment below. I’d love to hear your thoughts. 

Timing Is Everything

Starting difficult things is much harder than finishing them. For example, looking at the introduction pages of a thick novel is much more daunting than when you’re halfway through the book.  Day one of your “get back in shape” journey is much harder than week 52 when the incremental progress is much more visible.  We…

Perspective is a Beautiful Thing

In the complex arena of constant updates, our perspectives truly shape the narrative. The key lies in balancing optimism with realism, acknowledging the unpredictability that truly disrupts financial landscapes.