Bigger Picture

AGC™ Joins Wealthtender

Today is an exciting day as we announced that AGC™, the online community for financial advisors I co-founded with Taylor Schulte in 2019 joined forces with Wealthtender, a digital marketing platform for financial advisors, which launched the first SEC-compliant online review platform and is the top find-an-advisor website not sponsored by a wealth management firm, credentialing organization, or industry association–which…

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Financial Planning

Micro Experiments

How can you know you’re living the life you’re supposed to be living if you never try anything new?  The status quo can be comfortable and we are creatures who seek comfort, safety, and consistency. Stepping out of the status quo, even if we are unhappy with it, brings on unknowns that most individuals want to avoid, so many never…

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Financial Planning

Are You Planning For The Wrong Life?

What if the financial plan you’ve worked so hard to create is leading you to a life YOU (and your family) don’t really want? By now, most financial advisors are helping clients begin with the end in mind—-starting with where you want to go and reverse engineering to find the appropriate savings rate, spending, asset allocation, and other important factors…

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The Next Episode

The Yin And Yang Of Health And Longevity | The Next Episode

In this episode, Terry and Justin talk about health, longevity, and the Yin and Yang of living longer and trying to do so with good health. Special guests in today’s episode! Listen: Apple Podcasts Spotify Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all…

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Bigger Picture

Heading Into The Lab

All About Your Benjamins was my baby–it was the first outlet for me as a Creator and it has played a major role in the growth of my firm, RLS Wealth, my growth as a financial advisor, building an incredible network of the best advisors and financial professionals you’ve both heard of and haven’t, and unearthed an entrepreneur and Creator…

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Investing

This Is Not Financial Advice Hits Tribeca Film Festival

Yesterday the film This Is Not Financial Advice premiered at the Tribeca Film Festival in front of a sold-out audience and I couldn’t be happier for Chris Temple and everyone involved with the project. Last summer at the FutureProof conference, a conference I highly recommend all of the financial advisor readers to attend this summer, attendees were able to see…

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