The Federal Budget of the United States is HUGE. With the passage of the latest spending bill, I thought it would be good to actually go through the federal budget in a big picture way. Where dies the money come… Read More »Video: Federal Budget Realities
Sometimes people will ask me why I left the security of the corporate world at a young age. Some time ago as I was considering a transition, a friend helped me with a ‘Core Values Assessment.’ it was an opportunity… Read More »Video: Identifying and Living Your Core Values
In this video, I share my own experience with personality tests, and how they got me completely WRONG. Do you use them for hiring or creating a team? Are they useful? Do they sometimes get it wrong? What other challenges… Read More »Video: Using Personality Tests to Help Create your Team – Does it work?
Last week, Moody’s downgraded the credit rating of US Debt. It’s not the first time, it’s happened, but this is just one of the many risks that investors accept when investing in bonds. This educational note will explain some of… Read More »US Debt Downgraded – Hidden risks for bond investors
With Social Security in the news, it’s time to clear up some misconceptions, give you some information about how it really works, and ways you might be able to use it to your full advantage. When I did retirement planning… Read More »Video: Social Security Myths and Facts
What Most Owners Miss About Exiting Their Business Recently, I was a guest on the Financial Clarity Podcast with Hannah Smolinski. In this episode, we discuss some of the basic steps that business owners can take to make a successful… Read More »Podcast Episode with Financial Clarity
As a business owner, your most important, and most difficult job is likely the allocation of capital and resources. In times of uncertainty, that can be hard to do, when you don’t know the rules of the game. In this… Read More »Video: Building Business Value in Uncertain Times
In this video, I tell a story about the importance of holistic planning. Involving your entire professional team when undertaking any big decision will be much more effective than taking a siloed approach. To illustrate, I tell a story about… Read More »Video: The Importance of Holistic Planning (Or, How save six figures on your taxes)
In this clip, I discuss a side letter of instruction. It’s an informal letter that I store along with my important estate planning documents to help my family understand my wishes and desires after I pass on. I created this… Read More »Video: The Side Letter of Instruction – A Free, Effective Tool to Complement your Estate Plan
I was talking to a friend the other day about his possible retirement in the next few years. He said something smart, but something I already knew: ‘The financial question is the easiest part of retirement planning.’ Having helped probably… Read More »Video: The Importance of Post-Retirement Planning