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Does a Will Override a Beneficiary Designation? The Estate Planning Step Most People Miss
Your will may not control your biggest accounts. Does a will override a beneficiary designation. Download a 30-minute checklist to ...
Attention as Currency: Paying for a Meaningful Life + Apprise’s Five Favorite Reads for the Week of February 8, 2026
Attention is the currency we use to pay for a meaningful life. Learn how the TEAM framework—Time, Energy, Attention, and ...
Tuesday Tips: Why Goals Aren’t Enough. Guardrails Protect Your TEAM
Goals are guesses. Start with possibilities, name obstacles, then add guardrails that protect your TEAM—Time, Energy, Attention, Money.
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Podcast Appearances and Interviews
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional
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 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