CNBC is my preferred news source, especially with it being an election year. I loathe politics, but I have to pay attention to it as a financial planner. I’m not really a fan of Donald Trump or Kamala Harris, but I would love to interview both candidates and open their eyes. CNBC’s political coverage called…
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September 30th, 2024
Your Money Your Vote
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June 24th, 2024
Financial Planning Without Money
Can you take financial planning steps without money? “I need money to plan with before meeting with you,” is the most popular rejection I hear when I talk to people about financial planning. Granted, I am biased because I believe everyone can benefit from some financial planning, but I think that is a lame excuse….
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November 8th, 2017
Egos Are Expensive
A person would rather struggle than ask for help. It sounds crazy, right? If you think about it, you’ll realize that we all do it to some point. I learned a long time ago that it’s ok to ask for help. Having a disability means I need help with everything. Things would get pretty messy…
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August 25th, 2017
Selling to Friends
One of the many challenges and joys about being an independent financial adviser is that I have to do my own sales training. Sure, FormulaFolios has many training videos and their stuff is extremely helpful, but I need to learn how to sell. As we know through social media, all of our friends have the…
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May 17th, 2016
Debt Management
One of the services I offer is what I call a budgeting plan, which basically helps the client learn good spending habits. I’ll change the name eventually because I don’t like the view society has of the word “budget.” It seems that when we hear “budget,” we think of Government agencies where they have to…
