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Financial Planning: How to Get What You Want

How Long Were You Really in the Shower? Do you ever ask yourself, where did the day go? Does your spouse or significant other keep telling you to put your iPhone or Blackberry down? Are you looking for...

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Financial Planning Video Series

Introduction: Merge Your Money with Your Life Part 1:  You Need to be Flexible! Don’t Get Stuck on One Number Part 2:  Financial Planning vs. Mental Accounting Part 3:  Relax. Everyone Makes Mistakes...

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Jimmy Buffett: The Entrepreneur

6 Things to Learn From Jimmy Buffett 1.  As an entrepreneur, he has a great team of advisors he can trust.  And his advisors work together on behalf of Jimmy’s finances.  It is a coordinated approach...

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Charlie Sheen’s Investing Game Plan

Hey CharSheen you want to get a handle on your finances?  I’ve got news for you Charlie, you are going to have to put your wild side on hold, and get a grip on your emotions, especially when it comes …...

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Get Financial Advice For Just You

Did You Hit Reply All? You did it. You hit reply all on the email you just sent. The message you intended to send to one person was sent to the entire group. What if the financial advice you are …...

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Growing Our Businesses

Last week I spent some QT with my new friend and technology ninja Carley Knobloch, founder of Digitwirl. We had a great time bouncing ideas off each other in terms of how we can grow our businesses. I...

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Retirement Planning – Expand Your Horizons

Go for the Gold with Retirement Planning Every now and then, I ask my 8 year old son what he wants to be when he grows up. After he switched his answer from a fireman, to a policeman, and now …...

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Financial Maintenance – Floss Your Money

Do You Floss Your Money? You are at the dentist. As you’re getting your teeth cleaned, the inevitable question comes . . . Are you flossing? Oh man. I start fumbling my answer . . . “Yes, I do . …...

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Family Finances

Hey Honey, Let’s Deal With Our Money You are in the car with your husband, wife, or significant other. You are on a road trip and your navigation isn’t working. You pull over and ask for directions....

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Great Stuff at the Financial Planning Association!

                    At the National Financial Planning Association event today getting training on how to better service my clients with things like new cutting edge technology that helps model “what...

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How To Work With A Financial Planner

Ok, so who would you rather see for a first appointment? Your dentist or financial planner? Some people actually answer that they would see their dentist. What would you rather talk about and deal...

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When the Empire Strikes Back

What is the biggest issue lurking in the future of the financial planning profession? You can certainly take your pick of big ones: continued volatility in the investment markets. An overhaul of modern...

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It’s Not Just About Financial Results

It takes consistent action to create financial results You want the million dollar lifestyle. You want a million dollar portfolio. You want that million dollar business. You want financial results. How...

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Our Deficit, Our Financial Future

Our deficit — still major, still huge. Over one trillion. Nauseous. To deal with our deficit, Obama is making the case for the Buffett rule to go into effect. It states that any taxpayer making over a...

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Videos

Money Discussions With Your Spouse At some point it happens to all of us. Those sticky money discussions with your spouse. Sometimes they’re really good. Sometimes they’re really, really bad and end up...

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Your Financial Life For 2013

More of the same equals more of the same.  You want a different financial life for 2013?  Shake it up a bit. Shake that booty.  Stir the pot.  Seriously, let’s get this pahtay started right now,...

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Make Memories

This week while I was driving home with my kids, we were listening to Kidz Bop.  We were listening to the song Price Tag. We were singing, clapping, eating candy, and getting crazy wild.  We were...

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My Top 20 Personal Finance Apps

In a hurry? Click here to get a free PDF copy of this report 20 Top Free Financial Apps Where did all of the money go?  Gone-zo, right? Tracking your money stuff.  Getting financially ahead this year...

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Should Guys Color Their Own Hair?

I’ve seen some really bad hair color jobs by guys.  The top part of their hair is grey, and then the part by their ears is darker brown, and their goatee is brown with grey.  Talk about about paint by...

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Make a Life

Every now and then, I ask my 11 year old son what he wants to be when he grows up. After he switched his answer from a fireman, to a policeman, and now to an Olympic Gold Medal Marathon Runner, …...

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