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Relentless - The Blog
What 13 Years of Building a Financial Planning Firm Taught Us About What Clients Actually Need
Let the game come to you
When I was younger, my dad got me this book called The Science of Hitting by Ted Williams. My dad...
Why Financial Plans Break Without Intention
How focusing on progress, not short-term performance, helps plans hold up as life changes Every...
The Trail
Key Takeaways The "number" won't save you. The retirement milestone you're fixated on is almost...
A Big Change Is Coming for High-Earning Savers in 2026
A provision from the SECURE Act 2.0 takes effect in 2026 and it will change how certain high...
The Illusion of Control in investing
What two NBA stars and a betting scandal can teach us about humility, randomness, and the only edge...
Selling Your Firm Without Losing Your Legacy
How to Protect Clients, Preserve Trust, and Plan for What’s Next In Your Succession Plan Selling a...
The Achiever's Odyssey: Angel Costanza on Cancer, Leadership, and Legacy
A Chance Encounter Brings Unexpected Hope It started with a last-minute decision to escape. Last...
The Dominant Determinant | Why Investor Behavior Drives Real Results
A client asked me a great question recently.
Get out of the now
A couple of weekends ago we were standing on the competition floor in Huntington Beach at a massive...
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