A friend recently shared the parable of the businessman and the fisherman with me. If you’ve never heard it, the story goes something like this: A wealthy businessman comes across a fisherman...
Everything You Need to Know to Plan Your Abundant Retirement
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For decades, the financial industry has pushed a dangerous lie: that wealth is built through discipline, patience, diversification, and decades of consistent investing. Fortunately, nobody has time...
I recently had the opportunity to give a retirement seminar to a group of hospital employees here locally. We spent time talking through what I believe are the five most important things people should...
Perhaps my favorite book of all time is Extreme Ownership: How US Navy SEALS Lead and Win by Jocko Willink and Leif Babin. It’s one of the most impactful books I’ve ever read. So much so that I read...
Breaking News! I’ve actually discovered the two best ways to avoid taxes entirely! First option: make no money. None. Zero. Retire to a cabin, grow your own food, and transact exclusively in bartered...
This is a true story involving someone I care about. Certain details have been changed or intentionally left vague to protect their privacy. She was sharp. Independent. Organized. The kind of person...
There’s a part of retirement planning that no spreadsheet can fix, and it’s probably the biggest challenge people face. It isn’t investment strategy or tax planning or market volatility. The real...
Like many of you, I have been a victim of procrastinationok, obviously victim is not the right word. Though typically my procrastination is not financial procrastination, on occasion that type sneaks...
I still remember the first time I decided to tithe. I was in college, making just over minimum wage, paying for school myself, and—no surprise here—living with a negative net worth. At the time, the...
When I started out in financial services, I worked nearly a decade as a captive agent for the Knights of Columbus. That meant I represented only their products — fixed life insurance and annuities...