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Sep 2023 — Nov 2023
Nov 3, 2023 • 25 minutes
Perhaps an overused term here on TOM, but this experience was and is game film; actual footage of the collision (pun intended) of life and financial planning.
Oct 27, 2023 • 26 minutes
The problem is that not all of us are aware of our flaws. We are hyper aware of the flaws of those around us, but often blind to our own blemishes.
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.
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