Is money the root of all evil?
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?
My Blog
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.
Are you a (money) zombie?
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.
Steal this “secret of the ultra-rich”
Long-term financial planning can—and often should—go beyond the mere mechanics of how assets will eventually go from person A to persons B, C and D. Issues around wealth and values, fiscal responsibility, and family legacy can be important matters to address in many families.The ability to have meaningful conversations about legacy is what truly sets the ultra-wealthy apart (even more than private jets).
Jazz band vs. financial plan
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.
This word is killing your potential (and your mood)
I have some bad news for you. Your old sports coach?
The case against side hustles
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.
6 letters that are ruining your finances
There are myriad reasons why people don’t feel good about their finances, but nearly all of them use this two-word phrase repeatedly. It’s gotten to the point where I might go so far as to say “If only” are two of the most dangerous words in personal finance. Here’s what I mean and how you can avoid falling into this common trap.
The original enneagram
What role does your faith play in your purpose? For me, a pretty big one. You might even call it my 9-sided north star.. As more of my clients open up about how their spirituality shapes their purpose and their values, I thought it was only fair for me to do the same.
Money with Purpose
Purpose… in paperback. Money with purpose looks at why even millionaires feel poor. It explores the way we think about money and proposes a mindset shift to help you get a handle on your finances.