“Personal Finance Is More Personal Than Finance” – Tim Maurer A couple of weeks ago Morgan Housel joined The AGC™ for one of our weekly webinars. During the conversation, he shared what he called his “worst financial decision, yet his best money decision”. The short version of this decision is he and his wife aggressively paid off their mortgage. You…
In this week’s Breaking Down The Long Game, Thomas and I discuss living a purposeful life. “Purpose” has become a point of emphasis for RLS Wealth and our clients; I believe it’s not just good enough for us to help our clients get their finances in order and have a plan, but we should help them discover what they truly…
The future of financial planning, as I’ve shared before, is going to extend beyond crunching numbers for retirement. The future of financial planning is going to focus on helping clients align their finances with their values—and that future is here. This week’s visual, inspired by Jack Butcher at Visualize Value, illustrates the process of aligning your goals with your mission,…
My colleague, Thomas Kopelman, created this great infographic for his blog post today–if you’re a young professional (or anyone getting a fresh start on improving your finances) be sure to head over to his blog to see how this actually plays out, but before you do here are a few additional thoughts I wanted to share: Not only does building…
In a new series, my colleague, Thomas Kopelman, and I break down his latest blog post over on The Long Game–we’re calling it Breaking Down The Long Game. In this BDTHG, we’re discussing time holding the crown for our most valuable asset. As I’ve gotten older, my family has grown, and my business responsibilities have increased I can definitely confirm…
A few weeks ago I had the opportunity to join Kayla Sullivan from Fox 59 to discuss side hustles and what entrepreneurs should consider when setting getting their side hustle off the ground. Getting a chance to be on the local media is always a lot of fun, but they typically are only able to use a very small portion…
If you look up inertia in the dictionary you will find its definition to be (emphasis is mine) “the resistance of any physical object to change its velocity. This includes changes to the object’s speed or direction of motion.“ Inertia is the glue preventing too many individuals from chasing their dreams, from finding and living their purpose, and from living…
Last Friday, my friend and mentor Josh Brown brought financial advice to CNBC and I want to see more of it. But I need your help. I don’t have any inside information, but I have to believe this episode (along with an earlier one a few weeks ago) was a test to see if viewers want to see a show…
It’s been two weeks since Roman and Leo’s last haircut, which means this weekend another round of Haircuts and Convos went down. Instead of asking them the questions, I let them do the asking. Naturally, I managed to work in a question of my own…if you had enough money to never have to worry, what would you do? Leo kicked…
Last week I got the chance to join the fellas over at the Chit Chat Money Podcast. I was impressed by what these two young men have been able to build. Brett Schafer and Ryan Henderson are way ahead of their peers–not just in investing, but in the fact they have launched a blog and podcast while finishing up college.…