
All that matters is how you perform when it counts.
All that matters is how you perform when it counts.
The problem isn’t you – it’s your systems
Here’s a quick look at a few big stories that broke in 2024.
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…
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…
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,…
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…
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…
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,…
Most consumers have been better off with rates in the 5.25-5.5% range. So, do we really need rate cuts to feel like we can make financial progress again?