What Should You Really Focus on at Every Stage of Life? A Money Mindset Approach
When it comes to personal finance, questions like these often pop up: These types of questions can create a lot of stress, and while they are common, they can also be misleading. The truth is, one-size-fits-all financial guidelines are about as useful as relying on your astrological sign for investment advice. Just because a so-called […]
3 Common Traps Keeping You From the Life You Want
How you manage money can either trap you in a never-ending cycle or free you to live the life you’ve always dreamed of. After helping hundreds of people build wealth, here are the 3 common traps we unconsciously fall into that keeps us from creating the life we truly envision: 1. Lifestyle Creep Is the […]
Ask an Advisor: Should I let a Financial Advisor Handle All My Money?
This question is a loaded one… but let’s answer it honestly and see what’s in it for you and for the advisor. As a financial advisor, it is easier for me to handle all the money because I can invest the money based on our financial plan and strategy. If part of your money is […]
Stop this Mindset trap if you want to manage your money like the rich
It’s tax time and you’re expecting a tax refund. You decide “this is my vacation money”. Meanwhile, you have credit card debt to pay off. What makes you see this money differently than if you would’ve gotten it in a paycheck? Mental accounting. Mental accounting is a behavioral bias that leads you to treat money […]
Why Our Minds Let Us Overspend:
In my 20 years of banking and investments, I’ve given a lot of people advice and what hurt me the most are the people that would hear me explain EXACTLY what to do to become wealthy but would end up broke anyway. Why? It was all in their money mindset. The Problem Even when we […]
Why You Need a Legacy Contact
Did you know that if you die, you lose all your intellectual property on your phone and on your google drive? All your pictures, videos, documents…..GONE Here’s a simple step that can change that! —> Set up a Legacy Contact What is a Legacy Contact? A Legacy Contact is someone you designate to manage your digital […]
How do I Invest to get to $1 Million? A Simple Guide
If I had known what I know now about investing, maybe I would’ve reached millionaire status in my 20s, rather than in my 30s. Achieving the goal of having $1 million in your investment portfolio might seem hard, but with the right strategy and mindset, it is absolutely attainable. Let’s break this process down in […]
Why Failure Can Transform Your Life: The Neuroscience Behind It
Do you remember the first time you learned to ride a bike? Maybe you were nervous about failing but the excitement to master your new found skill was enough to overcome that fear. Scraped knees weren’t gonna keep you from accomplishing your goal so even when you failed, your mind was focused on the outcome […]
Dating & Money: Is She A Gold Digger Or Just A Woman?
Let’s cut to the chase and dive into why mastering your finances could be the KEY to finding love. You might be thinking this is ‘gold digger mentality’ but hear me out for a minute. As a financial advisor, I’ve worked with both women and men for decades. I hear both sides of the story […]
Documents You Need NOW Before You Die: A Comprehensive Guide
No one likes to think about death, but if it wasn’t for death, life wouldn’t be so exciting. It’s like winning… you don’t know how good it feels unless you’ve lost. Yes, everyone’s going to die… even you. And me. Handling these documents NOW puts you and your family at ease and ensures that your […]