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
My Year End Routine As we come into the holiday season, I’m sure we all have our own rituals and ideas for our own end of year. For business owners, it can be a time of acute stress that comes… Read More »Holiday Hacks to Tame Your Inner Grinch
Throughout my career, one very big overriding philosophy I’ve had is about the value of choice. I know that the whole idea of ‘keeping your options open’ is trite and overused, but when one can recognize the power that comes… Read More »Expect the Unexpected – The Power of Choice
Recently, my wife and I did our first interstate move in 30 years (before the internet was a mass-adopted tool). Of course, things have changed a lot since then. Life is more complicated, but modern technologies have helped make some… Read More »Interstate Move Hacks
My New Office…. I started my Community College teaching career last week. From my website and my background, you may have guess that I’m a big fan of financial literacy. This quarter, I’m teaching Business 104 – a business math… Read More »Teaching