In a crossover episode with PRST, I talk with Ramona Maior about her path to becoming a financial advisor and how her passion (and purpose) extend to more than financial planning. Ramona’s story is remarkable and she’s really just getting started with the impact she will make. Her story also shows how you can have a career that you are…
It’s hard to believe All About Your Benjamins just turned six years old–it’s exactly six years and one month old today. Over the years I’ve wandered and experimented to find my voice as a creator. I started writing with the goal of focusing on investments more than anything–Michael Batnick and Josh Brown were the first advisor-bloggers I read religiously and…
This week’s Week In Review was a market commentary instead of a discussion on headlines from the week. I felt it was important to review some evergreen data and talking points about portfolios, why we invest, what to expect from markets, and more–especially if we continue to see the stock market decline. This is the audio from that video–if you’d…
It’s the return of The Pursuit. I’ve been busy (as I’m sure you have as well) and we catch up, level set what to expect from the show, and I share the roll signs from the Universe/God/High Being/etc. have played on my Pursuit and specifically three examples from the last couple of months. I’m excited to get back and am…
In a recent call with Khe Hy, he challenged me to consider planting a single seed–shaking out everything else I work on to go all-in on one thing. This episode of All About Your Benjamins is an extension of that call. This was a fun conversation and a little personal as we each shared insight into decisions we make and…
As you go along your Pursuit you will most likely need a little help from loved ones, friends, and even strangers. You will not be able to open every door needed to reach your goals but others will–that door being opened could be an introduction to someone, could be an offer of employment, or it could just be a little…
This week’s episode was inspired by my friend Derick Grant’s visit to The AGC™. Derick’s talk was centered around mindset but he spent a little bit of time discussing “fear” and he lead off with “Fear is not real. It’s the feeling of fear that is real.” Insert head exploding emoji here. Tune in to hear more about Derick’s visit,…
In this week’s episode, we’ll take a look at how the last few years have led me to taking the position of VP of Marketing and Brand at Onramp Invest–in hindsight it’s so obvious why I was doing the things I was. We’ll also talk about how when you’re living on purpose the ability to manage multiple ventures and accomplish…
In this week’s episode of The Pursuit I briefly put my financial advisor hat on to discuss the importance of financial planning for your pursuit and share how a financial advisor, who understands you have bigger aspirations that retirement and college planning, can help not only identify what you value the most, but help you align your finances with your…
What if I told you by putting your pursuit out in the Universe you are more likely to reach your destination or goals than if you kept it to yourself? Now, I don’t have any scientific data to back this up, but I have numerous real life experiences, both personally and through others, to convince me that I am more…