Turn off your texts and turn up your budget
I respond to texts once a day, Monday through Friday. (And usually not at all on weekends.) I have all notifications turned off. No dings.
January 26, 2026
So, you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and, overachiever that you are, you’re keen on learning all that you possibly can about smart money management. You’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
…and so many more. Check out our blog today for a smarter tomorrow!
I respond to texts once a day, Monday through Friday. (And usually not at all on weekends.) I have all notifications turned off. No dings.
I ask myself a simple question sometimes: “If I didn’t think tomorrow was going to be better than today, why would I even get out
I was pumped to go into the office on Monday. It was the first business day of 2026. I was ready to high-five the team,
I opened the DocuSign. I verified I’ve never been associated with 8047 Estberg Parkway. I verified I’ve never lived in any of those counties. I
“You kept my butt in the seat.” That was my answer when Lauren asked what the biggest benefit was from our session. If I had
I’ve learned a lot over the last 15 years of running my own financial planning business. Here are the top 3 lessons I’ve learned so
I sat down to answer the #1 investment question of 2025 – Should I invest in international and emerging markets? I asked ChatGPT to give
My phone rang at 10:27 this past Sunday morning. I paused my game, put down the Xbox controller and hit “screen” on my phone, assuming
Don’t look now, but… …actually that’s it. Just don’t look. Who knew a single man could crash global markets and put “global recession” on the
The tariffs were higher and more sweeping than any economists forecasted. Mr. Market has an ability like no other to adjust. The only thing he