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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Financial Planning, Millennials, Vlog

A Rant On Millennials and Savings

This morning I read an article about how Millennials have a harder time saving than their parents, and I wanted to talk about it. Side note: The Millennials I work with have no problem saving, so I know it is possible!   CNN Money: It’s Not Avocado Toast: It’s Actually Harder For Millennials to Save Money Time: New College Grads Could…

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Investing, Millennials

Welcome to My Blockchain Rabbit Hole…

Put a top in the cryptocurrency market; just bought $250 worth of ETH. View it as cost of education to learn more about actually owning it. — Justin Castelli (@jus10castelli) June 19, 2017 I remember first hearing about Bitcoin a few years ago–it was the infamous days of people beginning to use Bitcoin to buy trivial things like pizza. At…

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Financial Planning, Millennials

#XYPN17 Day 3

The third and final day of #XYPN17 is complete; we were back to breakout sessions to focus on improving the business aspect of our firms–it was compliance and efficiency through processes and workflows for me. Other advisors learned about niche marketing, growth through acquisition, behavioral economics, and a variety of marketing approaches. As I told you in my previous posts,…

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Financial Planning, Millennials

#XYPN17 Day 2

Day 2 of #XYPN17 started bright and early (5:45 AM) at the T. Boone Pickens YMCA with 7 other XYPNers for a couple games of pick up. I’ve never been to a conference where an organized game of basketball was a part of the agenda–the XY Planning Network prides itself on the conference being an “unconferencey” conference–meaning it’s not a…

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