Coaching, Are You Ready?

It is interesting to be in the business of coaching. Many people identify me as a financial planner, however, what I really am is a financial coach. I coach people to have better actions, better habits and ultimately, as a result, better lives. Success starts not with money, but with people. Helping people to be […]

Secrets of the Successful – #4

A friend, mentor, and father like figure to me in business was Jack Howe. Some would say that he was not easy to get along with, some would say he pushed too hard. But what he possessed was determination. He was determined to not only be his best, but to change the world. Maybe he […]

Secrets of the Successful – #2

As human beings we want to feel we belong. After all, being part of the group is instinctual to our survival. We are taught from a young age to not make a scene, to be mindful of what we say and do, to be a good team player. As a parent, the desire sometimes to […]

Secrets of the Successful – #1

I’ve been in financial services for over 30 years. When you do something for that long the patterns emerge and you see why things are the way they are. I’ve had the privilege of getting to know hundreds of successful people, some of the most successful people in the country, to discuss their dreams, their […]

7 Secrets to Find the Right Financial Coach

How do you find someone who will not waste your time, efforts or money in your quest for financial success? Whatever your biases, I believe it is critical that you find someone who can maximize your potential, time, and money. You only have so much, and there are many people who can lead you astray. […]

Get Your Hands Dirty

The other day, my five year old granddaughter and I planted a tree. One of the day’s most important lessons was that it is okay to get dirty. She wondered when we were done if we got to wash our hands. I think it’s important for all of us to learn that we have to […]

7 Fears that Lead to Less

It’s interesting that, by majority, we feel really intelligent. Most of us believe that we are above average in our thought processes and how we make decisions. Yet, this over-reliance on our own thought processes is what has caused the vast majority of people to fail financially. What drives our beliefs? Not fact, not science, […]

7 Ways We Blow Up Our Bus

In a prior post, I compared the journey of our lives to that of a bus trip, and discussed how important it is to assess who we’ve invited to join us. Those on our bus can either add energy to, or halt our journey. However, it’s equally important to make sure we aren’t unintentionally sabotaging […]

The Rock-Paper-Scissors of Estate Planning

Do you remember the game Rock-Paper-Scissors? Perhaps you’re still playing. Sometimes when we simplify things, they make more sense. I’m going to simplify some aspects of estate planning using the rules from Rock-Paper-Scissors. Remember, paper trumps rock, rock trumps scissors, and scissors trump paper. See many people believe that because they have a will their […]

Who’s On Your Bus?

We have learned through the years that being positive, sleeping well, eating right, and exercising greatly impact our overall well-being. But, there’s a more significant factor shaping your ability to live the life you want. So, I ask, “Who’s on your bus?” Who have you asked to ride with you on the journey of your […]