Good morning guys. I’ve been on a writing hiatus these last several weeks while I caught up on several other areas of my life. This post is a recap of my trip to Scottsdale, AZ where my colleague Jonathan Novy and I were invited to speak at an estate planning conference in January. I hope…
Winter sucks. Let’s face it. Outside of that short stretch between Thanksgiving and Christmas, there’s nothing enjoyable about 20-degree whipping winds (maybe even less, depending on where you are). Or an avoidant attachment style relationship with sunlight, or hazardous driving conditions. It slows down everything. Seasonal depression—unironically referred to as SAD in the medical field—is…
A few personal highlights and a recap of the top events of 2025.
Although a trillion dollars of wealth being passed down sounds great—especially when the younger generations are desperately trying to find ways to afford an enjoyable life, buy homes, and fund the education of their own children—the road to the trillion wealth transfer isn’t paved with gold. Here’s how I know.
No wonder this movie got a 93% rating on Rotten Tomatoes. “Some films are completely made by their last scenes, and “Anora” is one of them.” They took the words right out of my mouth. If you want to see a prime example of wealthy parents’ worst nightmare, watch this movie. I don’t want to…
I love showing off this chart because it really tells the unbiased story.
A video from a faceless financial motivation page showed up on my FYP on my commute home. I obviously had nothing better to do, so I watched the whole video. Immediately regretted it. But it did confirm something for me. Look, I’m not going to tag the video or comment on the guy who was…
Keep your privates to yourself
“The middle-class don’t feel rich—not because they aren’t doing well, but because the pressure to keep up (or keep spending) never stops. And when you live in the big metro areas, it’s constantly in your face.”
I believe that we live in a world where multiple realities all exist at the same time. Multiple versions of the American Dream are unfolding before our eyes. And they’re all real, all valid, all very compelling during times like these.
