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.…
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…
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…
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…
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…
Just a few weeks ago we were all fearing the next recession; it was code red–recession imminent. The yield curve had inverted, global growth was slowing, the U.S. and China feud seemed to be going nowhere, and the Fed was definitely not doing QE. The headlines and media were certain the next recession was upon us. Things sure have changed…
Midway through yesterday’s Zoom meeting I checked the participant count and I saw 54—that’s right, 54 participants; this number included AGC™ beta members, AGC™ Ambassadors, AGC™ teammates (shoutout to Darlene and Karen), and of course, Taylor and me. With 54 members joining the meeting, this meant there were only a few advisors who were not able to make the meeting…
The last month and 20-ish day have been a blur, and that’s not even including Wealth/Stack. I checked my calendar and the first time Taylor Schulte and I discussed the idea of The Advisor Growth Community™was August 1st. The conversation started with me pitching Taylor on the idea of a newsletter for financial advisors and he responded with, “what do…