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Fifteen Minute Financial Advisor

Mar 19, 2019

There is no greater feeling as a fiduciary financial advisor than when a client can check a goal off of their list in their financial plan. Today we talk about a framework for making goal-oriented decisions by thoughtfully planning your goals, and prioritizing them. It's all through the lens of the story of a young...


Mar 12, 2019

This week, we're going to get a little more philosophical than strategic. We'll talk about the way things are framed, and what impact that has on the way we make decisions. We'll look at the Framing Effect, and Dr. Walter Mischel's Stanford Marshmallow test on delaying gratification. And of course, we will have some...


Mar 5, 2019

Spending money is a part of life in a developed economy. It's not bad to spend money. We save money so that we can spend it! In fact, I encourage people to spend money when they have a plan for how much they can spend and still be on track to accomplishing their goals. In this episode, we cover a few little tricks to...


Feb 26, 2019

This week's episode comes from recent conversations with a few new clients. When I explain why I left the wirehouse (big-bank brokerage firms), it's because I WANTED to hold myself to a different standard as an advisor. One that has a legal obligation to put the interests of my clients first. The biggest question to me...


Feb 19, 2019

As we wrap up the Five Steps to Starting Your Own Financial Plan, we cover my favorite topic: Investment Planning. It's truly important to know what you own, and the unique characteristics that come along with it. Having the other four steps taken care of will allow you to focus on creating the investment plan that you...