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Aug 2023 — Oct 2023
Oct 20, 2023 • 38 minutes
Last week, we had an incredible guest author, Blaine Carver. To continue the trend, we welcome James Andrews as this week's guest author on Thoughts On Money.
Oct 13, 2023 • 34 minutes
Our job isn’t for you to die with the most money. Our job isn’t for you to beat markets. Our job is to help you progress towards your goals.
Oct 6, 2023 • 25 minutes
We will unpack how to measure results and some of the common pitfalls result-driven investors and athletes face. I am sure you will enjoy a stroll down my memory lane and the opportunity to grow as investors.
Sep 26, 2023 • 32 minutes
We dodge these scamming attempts daily. Yet, these scams are still in high production. Why? Unfortunately, because they still work; people are still being duped daily.
Sep 20, 2023 • 26 minutes
I’ll often tell clients that a huge part of my job is to improve financial hygiene. So, I use this checklist to keep me on track.
Sep 6, 2023 • 29 minutes
Investors today are trying to change lanes in traffic, and they will inevitably experience lane change regret.
Aug 25, 2023 • 36 minutes
Join me as I walk through a real-life story of legacy and share some practical steps for how you can leave a legacy.
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