Bigger Picture

The D.C. FinTwit Happy Hour Goes National

Last fall I reached out to FinTwit phenom Jamie Catherwood (if you haven’t listened to my podcast with him, get to know him better here) to discuss an ambitious goal—a National FinTwit event. Before I get to the inaugural National FinTwit event, allow me to share how we got here… Late last summer, I organized a small get-together with the…

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Tunnel Vision

Ah, yes another New Year’s Resolution Mindset post (a few days later than I had planned)…I know people like to make fun of these lists, but that’s ok–you can skip today if that’s you.  Like my last post, I’m channeling my inner Barry Ritholtz and writing for an audience of one, but I’m sharing for accountability and in case there…

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Reflections From 2018

When I first started to write this blog, I remember hearing Barry Ritholtz say he writes for an audience of one…himself. I have to admit, that is great advice I never followed—I’ve viewed All About Your Benjamins as a way to communicate/educate and hopefully one day grow my business. Because of this, I have always written with an audience beyond…

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RLS Wealth Management on Fox 59 News: Charitable Donations And The New Tax Law

With the combination of an increased standard deduction and capped state and local tax deductions, along with other new laws within the tax code, fewer taxpayers seeing a deduction for their charitable contributions. But, as I explain to Fox 59 and CBS 4’s Jill Glavan that doesn’t mean taxpayers will be worse off, or that charitable giving will see a decline.…

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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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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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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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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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