Bigger Picture

What I’m Thankful For

Last evening I sent a short email to my clients sharing my appreciation for the relationships we have built, the trust they have in me, and for allowing me to do what I enjoy the most each day. After I hit send, I thought I’d write a post for supporters of the blog and my FinTwit friends. We all have so…

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Bigger Picture, Financial Planning

Financial Planning For Today

Every Friday I take Roman, Leo, and now Silas to breakfast at our local coffee shop (shout out to Geist Coffee); R&L get 2 donuts each (I usually get to finish between 1/2 to a whole donut), Silas gets a banana, and I get a bacon, egg and cheese sandwich with a cold brew…no deviation from the order. Every. Friday.…

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Bigger Picture

Cash Shouldn’t Rule Everything Around You

At the end of every podcast episode, I’ve asked my guests the same question…“How do you define wealth?” After 23 episodes, I have yet to hear the same answer twice, and I have yet to hear anyone include an amount of money in their definition. Instead, the definitions have identified the freedom to spend time with loved ones, good health,…

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Bigger Picture

The Reformed Broker On Advisors And Twitter

I try not to make new posts simply a re-post of another person’s writing; I usually just retweet them on Twitter and add them to the Weekly Mixtape. However, every once and awhile I’ll come across a post that makes me say “Yup” out loud as I am reading it. Last week, Ben Carlson had a few. And this morning it…

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Bigger Picture

Reflections On Three Years Of RLS Wealth Management

I always enjoy reading “What I’ve Learned” posts;  you know, the ones that typically show up around birthdays and work anniversaries. Since I enjoy them so much, I thought I’d do my own each year RLS Wealth Management celebrates a birthday, July 3rd. To celebrate RLSWM turning three years this year, I thought I’d share three things I’ve learned from…

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Bigger Picture, Investing

The Countdown To EBI West Is On

This Friday I’ll be hopping a plane to the West Coast for the Evidence-Based Investing Conference in Dana Point, California and I’m bringing the whole Castelli crew with me. I’ve been looking forward to this conference since it was announced…the EBI Conference Series will always be an important one for me. The original Evidence-Based Investing Conference in the fall of 2016…

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Bigger Picture

Ben Bergeron Shares 10 Habits To Drop

Ben Bergeron is one of the most successful coaches in CrossFit; he’s coached his athletes to six CrossFit Games championships, along many more making the Games as competitors. In addition to coaching top-level athletes, Ben started and runs CrossFit New England, provides programming through his CompTrain and CompTrain Masters websites, has written a book, and hosts a podcast, which is…

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Bigger Picture, Hip-Hop

Drake: God’s Plan

I’ve been a closet Drake fan for awhile now; as someone who grew up listening to Tupac, Biggie, Nas, Wu-Tang, and Doggystyle Snoop Dogg (don’t get me started on the rest of his albums), Drake doesn’t fit the same mold. But, it’s nearly impossible not to bob your head listening to his songs—I’ve been quietly enjoying every album he puts…

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Bigger Picture, Financial Planning

What’s Wealth Mean To You?

Wealth: 1. an abudance of valuable material possessions or resources  2. abundant supply  3. a.) all property that has a money value or an exchangable value b.) all material objects that have economic utilty; especially: the stock of useful goods having economic value in existence at any one time. -Merriam-Webster Dictionary I had the opportunity to join Tim and Tom…

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