The book is out! You can order paperback or download the eBook today! amazon.com/dp/B0FKZ36RZY I'd appreciate any reposts, likes, comments, or purchases. I'm very proud of this book and would love your support in ensuring it does well!

This week (Friday) will mark 7 years of me running my own firm. To honor this, I've got 7 days of cheesy analogies/lessons that I think are both fun and insightful. 1) Since starting to take care of our own home, I've learned a lot about maintenance. All the maintenance

A lot of my work as a planner is helping clients see their financial situation clearly and implement a solution. Some clients are saving well, but have a lot of fear of losing assets. Another client is earning good income, but has the vague feeling that they aren't saving and

Last week I started putting the finishing touches - final edits, cover uploading, and formatting - on my book! Achieving Accumulation comes out on August 29th. Want a sneak peek of the cover? I know this creature does 👀👀👀

I get asked by a lot of other professionals within my orbit, whether they're financial planners, attorneys, or CPAs, how to best create content. There was a period of extremely high consistency at the beginning of my practice where I was pumping out YouTube videos twice a week.

"Half of Americans don't have a written financial plan." investopedia.com/half-of-ame… I'd imagine that's actually an underestimate. Our modern world is full of distractions and fun things to do. I would guess most people wouldn't call writing down their financial plan "fun", based

An oft-asked question to financial wizards like me is something like "What do you think of the market right now?" or "How are you feeling about the economy?" I struggle to answer this most times, as I'm no macroeconomist.

Your financial path is going to look different than anyone else's. The things that are important to you are unique. That doesn't mean defining your path lacks value. Where are you on your journey?

Credit card points are awesome. My fiancé and I just took a heavily subsidized family reunion trip with them. They are not awesome enough to pay interest on your balance or use a card when the 3% isn't already included. Use your cards intentionally. Get cash discounts too.