How many bank accounts should business owners have?
What if I told you the magic number is nine? It might sound like a lot, but once we start breaking it down, you may even want to consider a few *more* accounts.
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.
You vs. the headlines
An earlier version of this post appeared on my Retire on Purpose substack. I revised it and am resharing it here in light of the market corrections we’re seeing in March 2025.
Defining your purpose (for entrepreneurs)
Coming up with a mission statement for your business is critical for entrepreneurs. Why? Because it helps drive the success of your business. But, if done right, it can also help make you a better business owner.
Pivots and Purpose
The U.S. is driven by goals, constantly striving and hustling. I’ve been reflecting on how we relate to goals, especially in terms of my two passions: purpose and financial planning. I’ve realized that goals provide framework, but often, that’s all.
Can purpose fuel your 5-year plan?
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.
Are you raising spoiled kids?
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.
My Top 5 Albums of 2024
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.
Love and money
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.
The truth behind Mo Money Mo Problems
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.
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?
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 be divided. The ability to have meaningful conversations about legacy is what truly sets the ultra-wealthy apart.