Today is the day! More Than Money, the collaborative book from The AGC™, is officially available for purchase and should be hitting the mailboxes of the individuals who preordered today. To say I am excited is an understatement–29 of my friends can now call themselves published authors with Harriman House, which happens to be THE publisher for financial books. Not…
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…
A couple of weeks ago I went out to The OC to give a talk to the Financial Planning Association of Orange County and I finally got my hands on the video. The title of the talk was “Helping Clients Create Lives, Not Just Get Through Life” and it was the first time I gave the talk–I actually created it…
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…
Guess who’s back on the red couch?!? I love making the trip to the northwest side of Indianapolis to join my friend Angela Ganote to discuss various financial related topics, although I’m sure the viewers will be glad to see me stop coming because every talk has been about inflation or now a decline in 529 balances 😀–if I’m not…
As is the case with live TV, segments are quick and never long enough to hit on everything I’d like to cover–it also doesn’t help that I haven’t mastered the art of speaking in few words…the Italian in me loves to talk. In the final minute of the segment, Angela mentions a few topics that I wanted to elaborate on…
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,…
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.…
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…
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…