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Fifteen Minute Financial Advisor

May 28, 2019

2pac had some really insightful lyrics, and in addition to him writing the majority of those lyrics, he died when he was 25 years old. Let that sink in. I like this quote, because it has so many applications in life. Financial planning is scary! There's a lot to think about, there's a lot of assumptions made about the...


May 21, 2019

I've been guilty of calling employer matching funds 'free money' many times and for many years. But that ends now. It's not free money. It's part of the compensation package you've negotiated with your employer, and money they've put in their cash flow plan to pay to you and your various benefit plans. 

 

Questions?...


May 14, 2019

This week I'm joined by my friend, Tra Williams, to talk about living life on our own terms. A few years ago, Tra realized his life was taking him down a path that he hadn't intended. Although he was incredibly successful, he wasn't getting out of life what he wanted. So he changed it. And this change has given him a...


May 7, 2019

Did you ever say "I wish I would have..." about anything in your life? I know I have. I wish I would have done a lot of things differently. I wanted  a way to help minimize that feeling, so here's a mental framework that I use to help avoid regret in the future. It's projecting myself into the future, and...