Don’t Splurge Yet: Luxury Brands to Skip Until You’re Financially Secure
I remember when a client came to me expressing that her husband was addicted to buying luxury watches. The most random thing ever, right? But this seemingly “random” interest was racking up the couple $4,000 a month. Don’t get me wrong, I would never tell a client not to splurge on what they love, but […]
Making 6 Figures But Still Not Growing Wealth? Here’s Why…
You’ve hit the six-figure mark, which is a major accomplishment. But does part of you feel like something is still holding you back financially? The truth is, even with a great paycheck, old money beliefs from your past can keep you from reaching your full potential. Here are 3 signs that your past is getting […]
The Spiritual and Psychological Effects of Tithing: Should We Give Our Time or Money?
“I want to tithe, but what if I can’t afford it?” That’s a question I hear a lot from clients, and it’s one of the reasons I’ve decided to dive into the spiritual and psychological effects of tithing. What is Tithing? Tithing is a donation, or offering, of one-tenth of your income for the service […]
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 […]