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Posts about
Financial Planning
What 13 Years of Building a Financial Planning Firm Taught Us About What Clients Actually Need
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...
The Illusion of Control in investing
What two NBA stars and a betting scandal can teach us about humility, randomness, and the only edge...
The Dominant Determinant | Why Investor Behavior Drives Real Results
A client asked me a great question recently.
The $50,000 College Mistake I Almost Made: Lessons From Sending My First Son to College
It's been nearly a month since I dropped my son Luke off at college, a milestone that arrived...
What Fantasy Football Teaches About Investing That Wall Street Won’t
What does it mean to build the right team? My son Griffin could tell you. He’s obsessed with...
What is the true definition of wealth?
What is the true definition of wealth? In my line of work, I see plenty of people one would call...
3 Retirement Mistakes 45-Year-Olds Make (And How to Avoid Them)
If you're in your mid-40s like us, you're likely juggling a lot right now: career responsibilities,...
The One Big Beautiful Bill Act: What It Means for Your Retirement
The One Big Beautiful Bill Act Highlights: A Summary of Critical Changes AI-Generated Summary: The...
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