Blog
Estate Planning
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 ...
Favorite Reads
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
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.
Popular Posts
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