Mixtapes

Weekly Mixtape for September 30th, 2017

Every Saturday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. Later today around 65 of RL Wealth Management’s clients and their families will be coming to our house for an annual client cookout. As much preparation that has already occurred, there is still so much…

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Financial Planning

The Trump Tax Plan Round-Up

I’ll be the first to admit tax planning is not where I spend the majority of my time; I know enough to be dangerous, well, maybe a little more than that, but I am not a tax professional. I don’t do my personal and business taxes, and when it comes to my clients’ taxes, I always refer them to their…

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Blockchain and Cryptocurrency, Investing

Invest Like The Best Podcast: Hash Power

A few weeks ago I shared my introduction to Blockchain post for those interested in learning more about Bitcoin, Blockchain, and the other cryptocurrencies. I would have included Patrick O’Shaughnessy’s podcast if it had been out then; it’s such a great introduction to the subject I felt it deserved its own post. Patrick is a tremendous interviewer, and he has organized…

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Mixtapes

Weekly Mixtape for September 23rd, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. Well, after a few weeks of posting my week tape on Saturday morning, instead of Friday, I’ve made the executive decision to move the Weekly Mixtape to Saturday mornings. This should allow me to do…

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Vlog, Whiteboard Series

Whiteboard Series: Beneficiaries

Beneficiary designations are one of the most overlooked parts of a financial plan; it’s a small section of an IRA application, 401(k) enrollment, or life insurance policy, but it is extremely powerful and important. Watch the video below to learn more about beneficiary designations, when you remember to update them, and how beneficiary designations are often forgotten about. Enjoy Leo’s…

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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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Mixtapes

Weekly Mixtape for September 15th, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. This week’s post is coming to you a day late because I was busy celebrating my 11th wedding anniversary yesterday. While every anniversary is special, I’ll never forget our 2nd, September 15th, 2008–the day Lehman…

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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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Blockchain and Cryptocurrency, Investing

Jamie Dimon Blasts Bitcoin

Maybe he’s long ETH? https://t.co/XYKsLGZd3q — Justin Castelli (@jus10castelli) September 12, 2017 Whether you are a believer in Bitcoin or not, you have to admit that it (and the other cryptocurrencies) has the attention of the people with controlling interests in the current financial system. Within a week we’ve seen China crackdown on cryptocurrencies by reportedly banning cryptocurrency exchanges and…

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