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Recent Posts
Carl Richards Interview Episode 2 — Four Sources of Capital (TEAM)
Four sources of capital (Time, Energy, Attention, Money). In Ep. 2, learn simple ways to rebalance TEAM and make small shifts that compound.
Apprise’s Five Favorite Reads for the Week of October 12, 2025
Pick a retirement withdrawal strategy—4% rule, guardrails, or buckets—and the Q4 tax moves (Roth, RMDs, QCDs) that protect your Return on Your Life.
Carl Richards Interview Episode 1 — Real Financial Planning
A 5-part mini-series with Carl Richards on aligning money with life. In Episode 1, we define real financial planning—the overlap of your money and your life—and why a plan is a living process, not a binder.
Carl Richards Interview Episode 2 — Four Sources of Capital (TEAM)
Four sources of capital (Time, Energy, Attention, Money). In Ep. 2, learn simple ways to rebalance TEAM and make small shifts that compound.
Apprise’s Five Favorite Reads for the Week of October 12, 2025
Pick a retirement withdrawal strategy—4% rule, guardrails, or buckets—and the Q4 tax moves (Roth, RMDs, QCDs) that protect your Return on Your Life.
Carl Richards Interview Episode 1 — Real Financial Planning
A 5-part mini-series with Carl Richards on aligning money with life. In Episode 1, we define real financial planning—the overlap of your money and your life—and why a plan is a living process, not a binder.
Tuesday Tips: Money Is a Tool: 3 Tiny Moves for Calmer Cash Flow
Money is a tool—not your identity. Give it a clear job and follow 3 small steps for 12 weeks to calm cash flow. Watch now and set a simple weekly rhythm.