It’s Spring; Time For Change, Renewal, And Growth
When people reach out to me to explore working together, it’s because they want something to change. After our discovery call, I send a follow-up email because I find it useful for folks to see on “paper” what was discussed during our call. Toward the end of the...
What Does Toxic Positivity Look Like in Personal Finances?
I had a breakfast meeting and greeted my companion with, “Happy Pi Day.” A little corny, I know; but, it was March 14th. #maythemathnerdsunite 🙂 Pi Day isn’t only recognized by math enthusiasts, though. And if you spent any time on social media on Thursday, you...
Here’s How to Better Protect Your Interests
Last week I made and sent SOS calls and texts to a few of my peeps. I needed insight and an objective set of eyes to help me evaluate an opportunity I am considering. An opportunity that on one hand has me starry-eyed (in the vein of, “ooh, they chose me” and...
Following Common Money Rules; When “Easy” Isn’t “Right” For You
Next week, I’m going to be a guest on an industry podcast for wealth management professionals. We are going to talk about the “rules of thumb” when it comes to investing and wealth management. I’m sorta jumping the shark a bit because that interview hasn’t yet...
Can Second-Guessing Help You Make Better Choices In The Future?
Last week, I had a conversation with someone who was second-guessing a choice they made…several years ago. For the last five days, I’ve been noodling on a potential purchase, unable to make a choice of whether or not to actually buy the service I’m...
