CATEGORY
Planning is so important. Your plan is to your financial life what your breath is to your meditation. It is the focal point that enables the calm. If you have a good plan and a resilient portfolio, you can let go of that noise. It is the letting go of the other stuff that enables …
It’s also National Canine Fitness, National Fresh Celery, and International Guitar Month (among so many other designations), but let’s not get distracted. What is financial literacy? In 2008, the President’s Advisory Council on Financial Literacy defined financial literacy as “the ability to use knowledge and skills to manage financial resources effectively for a lifetime of …
There is a lot of talk about financial literacy in America these days, and for good reason. According to the 2018 National Financial Capability Study, Americans are struggling: The divide between the struggling and the prosperous is widening. 53% of Americans report feeling anxious about finances. 42% have been late on a student loan payment; …
Most of my interviews stick to wealth building or investing in general. Thanks Gresh for inviting me to talk about leadership. “Being a CEO” is still new to me. I’m making the transition from being a guy who has a financial planning practice, to running a business that I hope (and believe) will thrive beyond …
Great conversation with my new friend, Dave Pamah. We grabbed every “third rail” of communication we could – politics, religion, and money – and we held on tight to the end. Thanks Dave. ABOUT THE DAVE PAMAH SHOW The Dave Pamah show seeks to revive, restore, awaken and reform your innermost capabilities. Dave connects you …
Travis Chappell understands that it’s not what you know, it’s who you know that matters. Thank you Travis for a great conversation – and for the the brief tip down memory lane. It was a great reminder of all the people who have made a difference in my life. #thanks #thankyou #gratitude #thankyousgalore ABOUT THE …
As humans, our instincts propel us to pile into things when they are going great and run from them when they are not. This is the exact opposite of what should be done when you are investing for retirement income. Yet, we see the same misguided behavior over and over again… A small piece of …
This year has forced many to think about retiring early. Perhaps the thought has crossed your mind? When it comes to retiring early, some of the benefits are obvious! You get to live your life without the constraints of work, and you are able to pursue your own interests. There are good reasons for retiring …
What do you think of when you hear the words financial advice? Many people imagine a salesperson who pushes products and only cares about padding his or her own pocket. In fact, many people shy away from working with financial advisors, assuming advisors are only out to make a commission. But this is a major …
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