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March 3rd, 2026

Landman is one of those television shows that, surprisingly, have some life lessons.  I’ll try not to spoil much of the story, but I wanted to discuss a few of them.  I believe there are three lessons that can be useful to us on our financial planning journey. Landman is another one of Taylor Sheridan’s…

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  1. December 20th, 2025

    Four Investing Lessons College Football Teaches Us

    Recently, I realized that there are four investing lessons college football teaches us.  There are probably more similarities as money and sports definitely go hand in hand.  However, I believe these lessons can actually help you in your financial plan. Some of my favorite childhood and adult memories involve attending college football games with my…

  2. October 27th, 2025

    October is Tax Season

    Did you know that October is tax season?  Yes, taxes are normally due on April 15, but tax planning should be done in advance.  Remember the Golden Rule of taxes; tax evasion is illegal, but tax avoidance is encouraged. When our resources are limited, it is vital that we maximize the value of those resources. …

  3. September 10th, 2025

    The Disability Challenge

    I have never used TikTok, so I don’t understand the point of TikTok Challenges.  However, I do see them on the news.  Who decides which act of craziness becomes worthy of being a TikTok Challenge? It reminds me of fashion trends with back-to-school clothes.  Who decides what brand will be the “it” style this year? …

  4. June 30th, 2025

    Summer Side Hustles

    As spring turns to summer, many people begin looking for additional sources of income, which we call side hustles.  I’ve never been a fan of that term.  It feels like we are trying to scam our friends or we’re cheating on our fulltime job. I’m hoping this post will show up when you Google search…

  5. May 31st, 2025

    Red Flags for Elder Abuse

    Apparently, May is Elder Care Month, so I thought it was a good time to discuss elder abuse.  Did you know that financial planners can be trained to recognize when someone is experiencing elder abuse? One of my favorite continuing education webinars was presented by a former FBI agent.  He identified different red flags that…

  6. March 29th, 2025

    Fixing Social Security

    Social Security is one of the most important expenses paid by our government.  I’m sure Elon Musk and his Department of Government Efficiency have Social Security on their chopping block, which may be a good thing. Unfortunately, when our government attempts to tackle big issues, they seem to screw them up instead of making them…

  7. January 7th, 2025

    An Open Letter

    Like many financial advisors, I am self-employed.  Starting out as a sole proprietor worked fine while I was building a book of business, but I am now at a point where growth can hurt my disability benefits.  Of course, I would gladly give up my Social Security check and work full time.  I love my…

  8. December 22nd, 2024

    Hillbilly Bully Market

    Hillbilly Elegy, by J.D. Vance, and Bully Market, by Jamie Fiore Higgins, are two wonderful books!  In fact, they are so good they made me violate my no blog in December rule.  Normally, that’s a little Christmas present I give myself. I enjoy writing, but coming up with new content each month can be stressful. …

  9. November 28th, 2024

    What can the election teach us about investing? 

    There is a motto among investors that shareholders “vote with their feet.”  Remember when we buy stock, we own a piece of a company.  That means we can vote on things like electing a board of directors. Most of today’s investors don’t care about voting on corporate stuff.  We just want to buy a stock…

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Jonathan Greeson is located west of 117 and south of E. Main St.
Jonathan Greeson is located west of 117 and south of E. Main St.

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