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Personal Finance
Carl Richards Interview Episode 4 — Goals Are Guesses
Goals are guesses—treat goals as evolving possibilities. In Ep. 4 with Carl Richards, take tiny steps, learn fast, and focus ...
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 ...
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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