I believe fear is the number one reason that prevents parents and couples from moving forward financially. Sometimes that fear is justified. Parents know they are spending too much, not saving enough, and not realizing how many risks they take. On the other hand, some parents are doing all the “right” things but don’t have it all together and fear … Read More
Four Components of Retirement Planning
While many of us diligently save each month in an employer-sponsored retirement plan such as a 401(k) or 403(b) or an IRA option such as a Traditional or ROTH, do we understand what we are saving for? While everyone will have their unique answer to this question and personal goals, we are all likely trying to achieve four common goals … Read More
Finding Your Why: Helping Families Figure Out What To Retire Towards (Not From)
The picture below can look pretty enticing when you are a burned-out parent. But what happens after days of sitting on the beach; then what? We can grind away in our careers, believing everything will be “okay” when we reach retirement. But what if we don’t have anything to retire to? Below is a story told by Tony Hixon, a … Read More
Ep.108 – Dr. Wendy Troxel – Sharing the Covers: Every Couple’s Guide to Better Sleep
Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Have you reached a point where you want to sleep in a different room because you can no longer physically sleep in the same bed as your spouse or partner? Full disclosure, my wife and I had reached this point where sleep loss was negatively impacting … Read More
Unraveling the “Blah Economy”: What Lies Ahead?
Allison Schrager is an economist with a knack for breaking down complex economic scenarios into relatable nuggets of insight. Recently, she throws light on a question that’s been buzzing in every investor’s mind: What if our current economic conditions—high inflation, labor shortages, soaring house prices, and mortgage rates—are here to stay? Everyone’s been holding their breath for an inflection point—the … Read More
Building a Financial Future that Reflects You: A New Perspective on Wealth Management
The best wealth management plan has nothing to do with “outside forces” beyond your control but everything to do with what’s most important to you. Instead of feeling overwhelmed by the complexity surrounding financial decisions, a straightforward wealth management plan can bring clarity and peace of mind about which strategies will work best for your family. Behind the scenes, a … Read More
Navigating Through Market Uncertainty with Opposing Perspectives
When it comes to the financial markets, embracing diverse perspectives is crucial. After all, it’s not about having a singular focus; it’s about understanding the larger picture. More and more, when it comes to portfolio management, the ability to hold two competing or opposite views in your head at once is a requirement. What’s Next 2022 was challenging for many … Read More
Ep.107 – Lori Oberbroeckling – Secrets of a Super Mom
Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Parents, can we really have it all? A thriving career, time with our significant other, and relationships with our kids? Lori Oberbroeckling is a wife, mom of four, author, photographer, and corporate leader. Lori helps parents, especially moms who want to be extraordinary, present, and have … Read More
Ep.106 – Anne Wilson – Making Long-Term Decisions Despite Roadblocks
Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Are you struggling to make decisions that will benefit your future self? Are you constantly prioritizing short-term gains over long-term success? Anne Wilson is a professor at Wilfrid Laurier University and part of Laurier’s Social Psychology program. Anne is fascinated by how people behave, think, and … Read More
Are You Living a Life Less Ordinary?
One of the greatest risks is living a life where one day, inevitably, you realize everything should have been…more. This isn’t about being greedy or trying to avoid regrets. (See Dan Pink’s book on The Power of Regrets) It is about defining what is enough for you. So how can you do this? What is the magic formula? Here are … Read More
