Financial Planning

Three Years Of The AGC

Happy birthday to The AGC! Today marks the official third birthday* for The AGC (Advisors Growing As A Community) and I could not be more proud of what this community has become and where it is going. What originally started off as a conversation about an advisor-focused newsletter focusing on marketing and branding (a small idea) turned into a community…

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Financial Planning

More Than Money–A Book From The AGC

This morning was pretty exciting. After my pre-phone morning routine I opened Twitter to a notification that I had been tagged in a tweet by Harriman House. It wasn’t a surprise to me what the tweet was about but I didn’t know they would be sharing some exciting news today: On March 21st, 2023 More Than Money: Real-Life Stories Of…

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Financial Planning

Maneuvering Inflation On Fox 59

Check out the conversation Angela Ganote and I had about how you can create room in your budget for the time being. As you’ll see toward the end of the segment we ran out of time to hit everything I was hoping to touch base on so I thought I’d add those couple of items here: Additional considerations: If possible,…

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Financial Planning

Dealing With Rising Costs On Fox 59

This morning I had the opportunity to visit the Fox 59 studios and sit down with Angela Ganote to discuss how we can deal with the rising costs we’ve been seeing and the expectation that they will continue to rise. When I see people feeling anxious or stressed about money, I always encourage them to do a couple of things.…

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Financial Planning

My Ideal Day

A little over a year ago one of my mentors had me plan out my ideal day—what would I do if I hit the lottery and money was no longer an issue?  It didn’t take me long to come up with what my day would look like: Wake up Peloton ride and Yoga followed up by journal and meditation Morning…

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Financial Planning

If You Haven’t Noticed…

If you have noticed, with the exception of the Mixtape, the tone and subject matter of All About Your Benjamins has evolved. Over the weekend, I scrolled through the last 5+ years worth of blog posts and smiled as I could tell where I was on my professional and personal journeys by the posts I was writing. One of the…

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Financial Planning

Rethinking Retirement

This morning I spoke at one of my clients’ businesses–we’ve created a monthly financial literacy program that started with the topic of “What Is Money” and will end with investing in November. Today’s topic was retirement…  Before I get to today’s talk and what inspired this post, I wanted to highlight the genesis of this program. When my client approached…

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