CATEGORY
This blog is the third of a 10-part series which covers everything you need to know to get started on your path to financial freedom: 1. The First Step in Any Financial Plan is NOT What You Think. We Start by Knowing What is Worth Seeking. 2. Developing Your Vision of a Perfect Life 3. Adopt a Savings …
This blog is the second of a 10-part series which covers everything you need to know to get started on your path to financial freedom: 1. The First Step in Any Financial Plan is NOT What You Think. We Start by Knowing What is Worth Seeking. 2. Developing Your Vision of a Perfect Life 3. Adopt a …
In early December, I was on a panel entitled Sustaining, Enduring and Thriving Through Crisis at the 2022 Market Counsel Summit. Diana Britton, managing editor of WealthManagement.com, convened us. My fellow panelists were Gavin Spitzner, president of Wealth Consulting Partners, John Hyland, a managing director with Private Advisor Group, and Marc Nichols, a product director …
Since my brother died, my meditation practice has been spotty because whenever I attempt to sit quietly I’m quickly overwhelmed by feelings of loss surrounding Dave’s death. From a meditation practice perspective, this is emotional overwhelm. When I brought this up with a teacher, I learned that the brain’s response to overwhelm is the same, …
Thursday last week, I returned home after a 7-day silent Vipassana meditation retreat at Spirit Rock. Our day started with a bell of awakening at 6:00 am and our first sit in the meditation hall started at 6:30. Our last sit in the meditation hall ended at 9:30 pm. All told, we spent about 7 …
Thanks Martine for not just creating a tearful episode. I very much appreciate the opportunity to remember some of the good times with and funny stories about my brother, Dave. It was my pleasure to be your guest. ABOUT THE EPISODE Jonathan and his brother Dave had plans. Jonathan has been a financial advisor working …
It has been a rough week for me personally. I find myself attempting to meditate more, reading poetry, and perusing books of quotes. I am seeking hope and inspiration in what feels like pretty dark times. If you are going through it with me, I hope some of these will be helpful… “When you are …
Many clients have lost loved ones over the years – parents, partners, kids, and siblings. We can’t understand the devastating life-altering effects on those who are left until it happens to us. What do you do with an open wound that you know will never close? Thank you Diana and WealthManagement.com for the opportunity to …
Thank you to our nearly 2000 subscribers who seem to be engaging more, both on social media and by simply emailing us. I appreciate your feedback and your questions… keep ‘em coming. This question came from a subscriber in California. This is largely an area of opinion. Lots of things I write about have been …
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