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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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Lemonade Day 2017

This Saturday, May 20th, is Lemonade Day in Indianapolis, and it will be the third year Roman and Leo will be participating with a lemonade stand of their own. For those not familiar with Lemonade Day, it was started in 2007 by Michael Holthouse to teach kids how to start, own and run their own business–a lemonade stand. In 2009…

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#RevIndy

This weekend my wife and I spent the evening at the Indianapolis Motor Speedway for the #RevIndy fundraising event; this was our second year attending the fundraiser for the Methodist Health Foundation. I’m not a seasoned fundraiser attendee, but Rev has to be the best fundraising event in Indy!

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The Important Things

Over the weekend my wife finally gave me the ok to share the news of her pregnancy on social media; it seems kind of silly for a grown man to be so excited to post to social media, but I was stoked to share with friends and family that we’d be welcoming our third child later this fall. As I began…

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RLWM is Growing

I’ve been making the rounds on social media today sharing some exciting news…the RL Wealth Management family is growing. No, I’m not quite ready to hire my first employee. Rather, my wife is expecting our third child in late October, and since RLWM is an extension of my family, I view it as the company is growing too. As we…

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