When thinking about your financial future and creating a financial plan, there are some numbers that you really need to know. What I have come to realize is that very few people (especially millennials) know the important financial numbers in their life. So here is a list of the most important personal financial numbers you should know: 1. Net Worth…
“A Goal without a Plan is Just a Wish.” – Antoine de Saint-Exupéry I have heard this saying over and over the past few years but never really knew where it came from until this week. This phrase was first seen in a book called Le Petit Prince, written by Antoine in the 1940s. In this book, he shares many…
Let’s go back in time ten to twenty years ago when you were in grade school. Do you remember being assigned those random school projects that somehow all seemed like they were the hardest project you’d ever had? Even though you said those very same words about the last project you did as well? Yeah, me too. For me, the…
This week I wanted to share some of the different financial technologies that help make my life and many of my clients’ lives easier. I know this list doesn’t include every quality option out there, but this list includes technologies I personally have experience with. I am always looking to find new ones, so if you have any that you…
Something that has been on mind a lot lately is the idea of building wealth and how exactly to go about doing that. It feels like almost every day that I have a different friend reaching out to me and asking whether they should invest in Bitcoin, rental properties,Tesla, and the list goes on and on. My answer is always…
As 2020 wraps up, I want to say thank you to everyone who has followed along and read my blog. 6 months ago, I would have never thought I would be where I am at today. Writing and creating content was something I felt I needed to do, not something I would love to do. Luckily, it turned out to…
Apple Podcast Google Podcast Spotify Podcast We are back for the 5th episode of The Long Game Podcast and this time I am joined by Alan Stein, Jr. In this episode we talk about: His experience as a D1 basketball player at Elon To finding a gap in the basketball training business To growing his personal training business To his…
2020 has made me appreciate coffee shops a lot more than I did last year. With working from home, I do not know if I could have made it through this year without the ability to switch it up every so often and work at one of these coffee shops. 1. Panera I have to give Panera the top spot…
Hiring a financial advisor is a pretty big decision. This may be the first time that you are allowing someone else into such a private part of your life. You are looking for someone who is trustworthy, knowledgeable, experienced, empathetic, and someone who shares similar values with you — so how do you go about figuring out if this person…
One of my good friends and colleagues, Treyton DeVore, posted a statistic on LinkedIn the other day that is astounding. It stated, “45% of U.S. adults say they’d rather visit the dentist than make an appointment with a financial advisor (AARP survey).” This shocks me because we all know much people hate going to the dentist. As a financial advisor,…