During any crisis which impacts employment, economic growth, markets, or our health there will be a fair amount of fear an anxiety. The crisis we’re experiencing with COVID-19 is affecting all four of these things, making the collective fear and anxiety we are...
You did it. You got the title, landed the salary, and all the perks you thought you wanted. But what happens when it’s not all it’s cracked up to be? Corporate life can be draining. While it is possible to find high paying roles that fulfill you, certain jobs and...
Before I started my company in 2015 I was working a corporate job, traveling a ton, finishing my MBA and thinking big about my next steps. I worked all the time — it was hard to “shut off” and my health was suffering. Not because I didn’t eat well or exercise — I...
I’m a financial planner so saving is something I can get obsessed with. I love the end of the year because I do tax planning for myself to figure out what my taxes will look like and I play with different scenarios for how much to put in my solo 401k. I’m a geek...
Whether it’s saving for travel, building a nest egg to start your own venture, or saving enough for a comfortable retirement, chances are, you’ve got a few financial goals weighing on your mind. I know because most of my clients come to me with competing priorities...
Home buying is an emotionally loaded decision. The irony of it is, people often spend far more time planning vacations than they do on the decision process for choosing a home. It’s so tempting for this major life decision to be fully based in feelings, not...
What happens if achieving your goals didn’t make you happy?
Everybody talks about working hard to achieve goals. But what happens when you get there and it’s not all it was cracked up to be? I created this 6-part video series and guidebook to help you explore what's next.
