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Personal Finance
Carl Richards Interview Episode 3 — A One-Page Plan
One-page plan = purpose, 2–3 priorities, 90-day actions, and a review at least annually. Watch Ep. 3 with Carl Richards ...
Personal Finance
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 ...
Favorite Reads
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 ...
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Financial Planning
Podcast Appearances and Interviews
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional
Advisory Services
Life Planning Training: Reinforcing My Purpose
Life planning focuses on the human side of financial planning. Here is what I learned during my recent experience at
Financial Planning
Financial Planning for Couples – It Takes Teamwork
Managing family finances and putting together a financial plan should include the input of both members of a couple. Work