Bigger Picture, Financial Planning, Millennials

Financial Planning Isn’t a Dance

“The art of living is more like wrestling than dancing, because an artful life requires being prepared to meet and withstand sudden and unexpected attacks.” -Marcus Aurelius, Meditations, 7.61 as found in The Daily Stoic September 20th reading. I used to work for an advisor whose favorite line was, “financial planning is an art, not a science”; I’ve always liked that quote,…

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An Official Logo for All About Your Benjamins

I’ve been at this blog for awhile now, so I decided it was time to get an official logo. It’s taken a little while, but I’m super pumped with the final design. A big thank you to everyone whom provided feedback on the different logos I shared, I really appreciate it!Disclaimer: Nothing on this blog should be considered advice, or recommendations.…

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Baby Boomers, Bigger Picture, Financial Planning, Millennials

My Guest Post on The Backcourt Report

Social media, specifically Twitter, has been instrumental in the success of RL Wealth Management. It may come as a surprise, but the impact on my firm has not been attracting clients, but it has been the opportunity to connect with other like-minded advisors across the country. As a solo advisor, being able to network with advisors helping change the landscape…

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Bigger Picture, Financial Planning, Millennials

A New Breed of Advisors

“And if someone chooses a different wealth management firm because this whole squad’s rockin’ Nikes and New Balance, then frankly, we’ve dodged a bullet. That’s the wrong client for us. We want to work with people who are talking to us for the right reason – wealth management, investing expertise and true financial advice.”     -Josh Brown Amen.   It’s always…

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Father’s Day Reflections

Father’s Day could not have been any better. I consider myself lucky because the “special events” of my Father’s Day are not much unlike a normal Sunday, meaning I get to live it all the time…homemade breakfast, church, lunch on the boys (wink wink), an afternoon of  playing different sports and a night cap watching the first two parts of…

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Never Count Another’s Money

“One thing my pops always told me is you never count another man’s money… And if I’m complaining about $44 million over four years, then I’ve got other issues in my life.” -Steph Curry Both of my boys are Steph Curry fans, so this week was an exciting one for them with the Warriors winning the NBA Championship Monday evening.…

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Bigger Picture, Financial Planning

Trust Your Process

“You must build up your life action by action, and be content if each one achieves its goals as far as possible–and no one can keep you from this. But there will be some external obstacle to acting with justice, self-control, and wisdom. But what is some other area of my action is thwarted? Well, gladly accept the obstacle for…

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Bigger Picture, Financial Planning

No More Excuses…

If you haven’t started a plan to reach your financial goals, what’s stopping you? I’ve already put to rest the “I don’t have enough assets for an advisor” and “I don’t need to be planning yet” defenses here and here, so those can’t be the reason.  So what’s keeping you from meeting with a financial advisor? Embarrassment and denial.

Bigger Picture, Investing, Millennials

Money and Happiness

Does more money bring greater happiness? Logic would suggest yes; after all, we all talk about what we would do if we had more money, but science suggests otherwise. According to science, more money brings more happiness, but only up to a certain point. This is a very intriguing phenomenon, and if you are interested learning more, check out the…

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