Investing in your community: A new approach to philanthropy
Having an opinion on philanthropy, or a charitable giving strategy, often feels like a concept reserved for the ultra-wealthy. But in reality, anyone who sets up a monthly donation to their favorite charity or picks a few organizations to donate to around the holidays is doing philanthropy. In other words, my work as a financial […]
Navigating the complexity of a family business
Working with family can be a double-edged sword. On one hand, you have an inherent trust and shared history that few business partners can match. On the other, the lines between professional and personal can blur, leading to complex dynamics and unique challenges. In a recent episode of Morgan on Purpose: The Podcast I chatted […]
Left brain vs. right brain: Which helps entrepreneurs more?
What makes you a better business owner: logic or creativity? Americans tend to favor left brain, or logical, thinking, but I’d advise against that approach, as it could actually harm you as an entrepreneur. Let’s dig into why that is.
How to talk to your partner about money
Money is a leading cause of conflict in relationships. Each partner brings different experiences, habits, and goals to the table. Instead of avoiding money talks, use them as an opportunity to strengthen your relationship and align on common goals.
Feel that parenting stress bubbling up? Try this
Parenting comes with no shortage of decisions and stresses, both big and small. One of the trickiest parts of being a parent? Knowing when to say yes and when to say no. Find that balance using a family mission statement.
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.
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.
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 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.