September 29, 2017

My Top Six Podcasts

If you’ve followed me for any amount of time then you know that I’m avid book reader. I love reading and it truly is one of my favorite pastimes. However, book reading isn’t the only way I keep myself and my business moving forward. I also enjoy listening to a great podcast. So when I can’t reach for a book, podcasts are my go-to educational format. Today, I’m sharing my top six podcasts with you. My Top Six Podcasts 1. The Financial Advisor Success For most of you, this podcast by Michael Kitces may not be the most interesting. While geared toward financial advisors, even if you aren’t an advisor there is still a wealth of knowledge to be obtained. can learn a great deal from it. I choose to listen to this podcast because I am a CERTIFIED FINANCIAL PLANNER™ and Kitces deals with tools to help financial advisors. […]
September 29, 2017
erasing mortgage debt

Is it Wise to ALWAYS Pay off Debt?

The thought of being debt free sounds like a dream come true for most of us. Many folks are wrapped up in credit card debt, car payments, mortgage payments, etc. However, is paying off debt really the wisest choice? At least from a mathematical standpoint?  
September 27, 2017
How do I start a business?

How Do I Start a Business? The (Financially Simple) Basics

Small businesses are the backbone of the U.S. economy, accounting for more than 99% (actually 99.7%) of all businesses in this country. With so many people wanting to be their own boss, that’s probably why one of the most popular questions I am asked is how do I start a business.
September 26, 2017

5 Options for Making Charitable Donations as a Business Owner

Business owners can be some the most philanthropic people on the planet. No one makes more charitable donations than business owners. According to a survey, 51.8% of those with high net worth businesses, meaning they net a million dollars or more, give a ton of money to charities. The IRS estimates business owners give to five or more charities, which translates to them being about 10 times more generous than that of the general population. In fact, 83% of high net worth business owners actually plan to increase their giving in the next three years as well.
September 25, 2017

The Triathlon of Finances

Triathlons are grueling tests of stamina, strength, and spirit. The multi-faceted sport consists of three strenuous physical disciplines of endurance. In its more familiar format, participants swim, cycle and run. Every year I take on the challenge of doing an Olympic distance triathlon, which is a one-mile swim, a 26-mile bike ride, finished off with a six-mile run. In doing so, it keeps me young or at least trying to feel that way. Actually, the real reason I do them is that I like, no, I love pizza. So I choose to kill myself on a yearly basis because in order for me eat to pizza I need to burn lots of calories. If I’m going to burn lots of calories, I have to move. Well if I’m going to move enough to burn those calories, it absolutely has to be something I like. So I figured, hey I love […]
September 24, 2017
choose the right executor

Choose the Right Executor

We all face a reality that we most likely don’t want to focus on—death. The thought of dying is a rather touchy subject in which we often don’t like to discuss. However, it is one we must consider if we hope to leave our families without a financial mess upon our passing. That’s where a Last Will and Testament come in; it dictates where your assets go after your death. Not only is it imperative to have this legal document properly prepared, it is equally as important to choose the right executor to carry out your wishes. Many times, in my office, I am beyond shocked by the amount of people that have not taken the time to prepare this document. Additionally, if they do actually end up having one, it is often not up to date. Inevitably, part of my job repeatedly becomes persuading clients to meet with an […]