Financial Planning

Words Of Wisdom For The Side Hustlers

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…

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Financial Planning

Momentum

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…

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Financial Planning

Guest Appearance On Chit Chat Money Podcast

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.…

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Financial Planning

Haircuts & Convos With Roman & Leo

I’ve always enjoyed getting my haircut. For as long as I can remember, I’d go to the barber every two weeks and this a routine I’ve passed on to Roman, Leo, and Silas (well Silas is more on a monthly schedule right now). Since the barbershop is closed, I’ve decided that I will be the barber and take advantage of…

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Financial Planning

What To Do With Stimulus Checks

This afternoon the Senate passed the coronavirus relief plan to help small businesses impacted by the social-distancing-forced shutdown of business and set the stage for a larger stimulus package that is rumored to be between $850 billion to over $1 trillion; this is the stimulus plan that is supposed to put checks in the mailboxes of every American. As of…

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Financial Planning

A Coronavirus Mixtape

Wednesday night was a weird night. For me, it was reminiscent of the night Lehman Brothers went under. I remember being at Sakura in Indianapolis celebrating our second wedding anniversary; during dinner, my phone began blowing up with alerts about the chaos that was occurring on Wall Street. That night I called all of my clients to let them know…

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Financial Planning

The Answers You Don’t Like To Hear

Sometimes the answers you NEED to hear are not the answers you WANT to hear. I can promise you when your financial advisor uses any of these to explain what she thinks is best for you and your family, she is not dismissing your question and concern that led to the answer. In fact, it’s the opposite. She’s trying to…

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