Talking about purpose is one thing. Finding it, applying it, sticking to it… that’s the tricky part. That’s where I can help. If you aren’t ready for hands-on help, this blog explores the connection between money and purpose, plus everything that contributes to the two.
For retirement-specific blogs and deeper dives into the markets and money, check out the Retire on Purpose substack.
Most business owners will, at some point or another, find themselves alone with these questions: Is this working? Do I keep going? Am I successful? These are tough questions, so the framework you use to answer them matters.
We’re living in an age of abundance, which can be a great thing. However, there’s a fine line between opportunity and entitlement. Parents’ who aren’t purposeful in the ways they provide for their families often risk spoiling their children.
Recently, someone asked me about my favorite albums from 2024. For me, that’s akin to asking a meteorologist to choose his favorite cloud on any given day. I gave it my best shot, and the fifth album has a particularly special place in my heart.
Nine times out of 10, reading about couples and money invokes images of conflict. That’s a natural reaction, since money is the leading cause of marital disagreements. In reality, conflict is simply two perspectives at odds with each other.
Ever wonder the best way to handle finances as a couple? You’re not alone – let’s explore some of the best ways to handle navigating the relationship of love and money.
Most of us have been receiving messages about money since childhood. Anyone trying to develop an intentional, purpose-driven relationship with money has to start with a simple question: How do you think about money?
Zombies might just be Hollywood’s favorite monster. If you’ve managed to somehow avoid the entire zombie genre these undead roam the earth trying to bite and eat the brains of the living, always seeking more.
Long-term financial planning can—and often should—go beyond the mere mechanics of how assets will be divided. The ability to have meaningful conversations about legacy is what truly sets the ultra-wealthy apart.
It’s a strange feeling when you realize two things you’re passionate about—entirely different parts of your life that you’ve always kept separate—are eerily similar under the surface. That happened to me this month with music and financial planning.
Most of the time, when I hear adults use the phrase “I can’t”, it’s not technically true — it’s just the most palatable way to tee up an issue. Here are some of the more common examples of the I can’t myth, plus what you can say instead.
My generation pretty much invented side hustle culture, but as a financial planner, I’ve seen this income-driven mentality derail more peoples’ finances than it’s helped. Here’s why I don’t think you should launch a side hustle, and what I think you should do instead.
There are myriad reasons why people don’t feel good about their finances, but nearly all of them use this two-word phrase repeatedly. Here’s what I mean and how you can avoid falling into the “If Only” trap.