


It’s the Top of the Year; Are You Making This Mistake?
Happy New Year! It’s 2020, folks! Yes, I know…I’ve just stated the obvious. But, simply because the clock didn’t do anything unusual (the clock strikes midnight every night), the turn from 2019 to 2020 does feel a bit different. To me, it doesn’t...
If You Really Want 2020 to Be Different, Interrupt Something
You know those lessons you just took stock of? I bet they inspired some of the changes you want to see in the year ahead. I know this is true for me. There are things in my business that I want to be different. There are things in my personal life that I want to be...
What Was Your Best 2019 Money Lesson?
We all know that learning is about acquiring knowledge or a skill or perhaps adopting a new perspective. But the way I see it, there are two ways to go about doing this: with intention or by experience. The former is when you purposefully seek out situations and...
Lack of Time: Is This an Excuse Not to Focus on Your Money?
I am writing this on the heels of an awesome speaking engagement in Sonoma, CA. I presented my signature workshop, “Financial Success Doesn’t Start in Your Wallet,” and conducted 16, 1:1 financial coaching sessions for one of my law firm clients. It was amazing!!...
Do You Need to Create Some New Financial Boundaries?
How good are you at saying “no”? Better still: how good are you at saying no without an explanation? Oof…I admit this life skill is one that has been “under construction” for me for some time. But, I am much better at it today than I was even five years...
When is the Best Time to Have Family Conversations About Money?
When you think of any family, but especially your own, you likely think of it in an inter-generational, linear fashion. Connecting the eldest members to the youngest probably looks like an org chart, with lines up and down and across. As you prepare to read what...
Holidays: The Most Stressful Time of the Year?
Depending upon your planning style, you reach this time of the year and you are ready. If you’re traveling to be with family and friends for the holidays, your arrangements are set; if you exchange gifts, they are purchased, or you at least have your list prepared,...
This is a Good Thing: You’re Not the Only One
We humans are not always rational. On one hand, you and I like the safety and familiarity of our comfort zones. On the other hand, we know that if we want to expand what we know, what we’re feeling, what we have, and who we want to be, then we must go beyond this...