Bigger Picture, Financial Planning

Build The Addition

Today was one of those days that remind financial advisors how personal our business really is. This morning I received a phone call informing me that one of my long-time clients had a massive heart attack and died on Tuesday. He was on an RV trip out west with his wife and friends–one minute he was taking a picture and…

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You Are Your Life’s Creative Director

You have a vision of the life you want for you and your family. It’s your vision—no one else’s. Yet, the constraints of society, family, friends, individuals we only know from social media, managers at work, and a number of other influences prevent you from taking your vision and making it your reality. The short-sightedness of others is holding YOU…

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Impact

“My purpose is to live a fulfilled life, achieve my goals, and make a lasting impact on others, while at the same time guiding others to their own fulfillment by supporting them and encouraging them to step out of their comfort zone to achieve their goals.” Last March I began working with a coach to start practicing meditation. My good…

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The Pursuit Of Happyness

Last year we started a new family tradition for New Year’s Day, watching The Pursuit Of Happyness. This year as we watched the movie, I asked the boys to think about what makes them happy—what does happiness mean to them? I was a bit underwhelmed (not unhappy though) with their answers but they are just 8 and 10, so I’m not…

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Making The Most Of Your Twenty-Four Hours

If you could break down your day, hour by hour, to create your ideal day, what would it look like? This week I was talking with my friend, Derick Grant, reflecting on the last year and my goals for the upcoming year. In addition to goals, I shared areas I’d like to see improvement—I’d like to get back to my…

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Don’t Call It A Comeback

I’ve been here for years… Literally, All About Your Benjamins is about to turn five (I thought it might already be there, but the oldest post is January 2nd, 2016–times flies when you’re having fun), which blows my mind. Over the last couple of years, my writing on AAYB has been a bit sporadic…the Mixtape has been a constant but putting…

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Be Better

Yesterday, Kobe Bryant would have turned 42 years old. Today, August 24th is being recognized as Kobe Bryant day…8/24 for the two numbers he wore during his career 8 and 24. In honor of Kobe, Nike released the video above, which is narrated by Kendrick Lamar. I’ve watched this at least ten times and have gotten teary-eyed each time I’ve watched.…

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Investment News 40 Under 40

For as long as I can remember I’ve always looked forward to checking out the Investment News 40 Under 40. For me, it has always been motivating to see the impact other financial advisors (and leaders in Fintech and financial services) have had on our profession, and not only has the 40 Under 40 issue been motivating, but it has…

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