What’s The Best Loan For My Business?
Being a small business is tough in itself, and then you need money… and it can get tougher. So here’s how to use the bank’s money to grow your business. Business Loan vs. Personal Loan: What’s the Difference? Business Loan: This loan is specifically designed for business expenses and lenders will typically look at your […]
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 […]
The Link Between Money and Negative Affirmations
Have you ever walked into a fancy restaurant or an expensive department store and feel like you don’t belong? If so, chances are you grew up in a low income household and this is your money mindset working against you. Certain situations trigger deep rooted belief systems you didn’t know you had – beliefs like […]
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 […]
Your Child Support Payments Don’t Buy You Love
I recently had a client of mine tell me how upset he was at his children for not calling him or wanting to spend time with him. “I pay thousands in child support every month and I don’t even get a phone call or a thank you” he said angrily. “Your child support payments don’t […]