“Investing” means you put something in to get something out. It could be that you’re putting in effort at the gym so you can improve your fitness. Or, you and your partner might invest time with a couple’s therapist so you can communicate better and enjoy an improved relationship. These are both investing. In personal

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There is a lot of ink spilled on the how’s and wherefore’s of deferring our gratification. But, with so many choices in front of us in every moment… why should we bother? Why not live in the moment, do what we want when we want, consume what we want when we want? Why should we

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Jason leads an incredible interview. He asked great questions and then everywhere we turned, he had a resource or a suggestion. He made me think about things I have not thought about before, and if you know me… you know that is a big deal! He is a polymath among interviewers. ABOUT THE EPISODE Discussion

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My interview with Dr. Allen Lycka of “How to Live A Fantastic Life” is LIVE! Take a listen and I know you’ll be inspired to take action to live your best life in 2022. ABOUT THE EPISODE Today we enlist the services of a Financial Advisor. Jonathan DeYoe is going to help you increase Your

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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

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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

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This blog is the first 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.

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As I wrote this in the run-up to the holiday season, markets seemed to be on the mend from the bear that started January 3rd, the air was coming out of the inflation balloon, and talk of recession probabilities was the new crisis du jour (it ALWAYS has to be something). The biggest surprise to

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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

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