• Get Comfortable with Being Uncomfortable

    One of my favorite phrases is “get comfortable with being uncomfortable.” As a wealth advisor, I am constantly helping people with their money and money can be uncomfortable, awkward, boring, […]

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  • The Big 6 Takeaways

    I was presenting on a Zoom panel and left the attendees with 6 wise lessons I learned over the years. Here are the big 6 takeaways: Don’t ever burn bridges. […]

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  • 4 Pearls of Wisdom

    As the years go by our wisdom increases. This happens from making mistakes and learning from them. It is also from gaining advice from others, ideally from having a mentor. […]

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  • Balance Wheel

    Happiness is defined by positive options such as pleasure, contentment, joy, and satisfaction. Use this wheel to help you figure out what makes you happy.

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