Mixtapes

Weekly Mixtape For April 17th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: U.S. Inflation Accelerated to 8.5% in March, Hitting Four-Decade High The WSJ: Mortgage Rates Hit 5% for First Time Since 2011 The WSJ: Twitter Adopts Poison Pill Plan to Block Elon Musk From Increasing Stake The WSJ: Peloton to Cut…

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The Next Episode

Be A Dreamer | The Next Episode

As you enter the next chapter in life, for Terry it’s an encore career, it’s important not to lose the ability to dream. In this episode, Terry and Justin discuss how a lack of courage keeps individuals from dreaming and why it’s so important to keep those aspirations alive–to keep pushing forward. Welcome to The Next Episode… Apple Podcasts Spotify…

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Mixtapes

Weekly Mixtape For March 27th, 2022

Week In Review Articles The WSJ: Powell Says Fed Will Consider More-Aggressive Interest-Rate Increases to Reduce Inflation The WSJ: Mortgage Rates Hit Fresh Three-Year High The WSJ: U.S. Jobless Claims Fall to 187,000, Lowest Level Since 1969 The WSJ: Judge Ketanji Brown Jackson’s Supreme Court Confirmation Hearings: What to Know Nike: Nike Partners With the Bryant Family to Honor Kobe’s…

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Mixtapes

Weekly Mixtape For March 20th, 2022

Week In Review Articles The WSJ: Fed Raises Interest Rates for First Time Since 2018 The WSJ: Mortgage Rates Rise Above 4% for the First Time Since 2019 The WSJ: China’s Covid-19 Surge Shuts Down Plants in Manufacturing Hubs Shenzhen and Changchun The WSJ: After Walt Disney, Robert Iger Heads to the Metaverse Weekly Mixtape A Wealth Of Common Sense:…

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Mixtapes

Weekly Mixtape For March 13th, 2022

Week In Review Articles The WSJ: Inflation Reached 7.9% in February; Consumer Prices Are the Highest in 40 Years The WSJ: Senate Passes $1.5 Trillion Spending Bill That Includes Aid for Ukraine The WSJ: Bitcoin Price Surges on Biden’s Crypto Executive Order The WSJ: Amazon Board Approves 20-for-1 Stock Split, $10 Billion Share Repurchase The WSJ: MLB Owners and Players…

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The Pursuit

PRST

It’s been a few years now, actually probably closer to five, since I started talking about aligning values and dollars–I didn’t coin the phrase. My friend Scott Frank first introduced me to the concept and then turned me on to George Kinder and life planning. I immediately identified with the concept of life planning and trying to help clients identify…

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The Pursuit

Designing Life with Carl Paoli | On Our PRST Podcast

This conversation with Carl Paoli is the perfect sendoff for The Pursuit–going forward The Pursuit can be found on it’s own podcast channel, PRST. Carl is a legend in the CrossFit community and although I’ve moved on from being a crazy CrossFit junkie, I’ve continued to follow him. Recently I noticed more of his content talking about mindset, designing life,…

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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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The Next Episode

Time (And Happiness) Management | The Next Episode

Retirement has brought more time to Terry’s schedule and he discusses how he is prioritizing his time management to maximize his happiness. Welcome to The Next Episode… Apple Podcasts Google Podcasts Spotify Books The Mount Of Olives Atomic Habits Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you…

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Mixtapes

Weekly Mixtape For March 6th, 2022

Week In Review Articles The WSJ: Stocks Fall, Oil Again Tops $100 Amid Sanctions The WSJ: Dow Declines to End Week as Russia, Ukraine Concerns Mount The WSJ: Strong Hiring, Low Unemployment Point to Economy Making Post-Pandemic Pivot The WSJ: Average Hourly Wages Rose By One Penny in February, Falling Behind Inflation The WSJ: Fed’s Powell Says Ukraine War Creates…

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