13 Oct Better decisions start with a better view
Last week I talked about budgeting and mindful spending—and how opportunity cost plays into that. Here’s the next layer:A lot of people think they just need to “get better at budgeting.”But...
New Year Tag
01 Oct Struggle to stick to a budget?
Having just come off a trip to England—part business, part pleasure—I’ve been thinking about spending. True confession: I’m a financial advisor who’s great with spreadsheets, and I’ve tracked my money down...
25 Sep The spending hamster wheel
More income doesn’t always mean more freedom. Some people earn six figures and still feel broke. Others earn half that and retire early. What gives? It’s not magic. It’s habits, choices, and values. If every raise...
25 Aug Small Details Shape the Big Picture
Small Details Shape the Big Picture It’s easy to put pressure on yourself to get every money decision right. But not every choice has the same impact. Some decisions are small, like...
12 Aug Roth vs. Traditional IRA?
Roth vs. Traditional IRA: Which One Fits Your Life Better? Your retirement plan should fit your life, not the other way around. Life transitions often spark a fresh look at your finances....
17 Jul Your Money Mindset: 4 Simple Shifts
Your relationship with money is more than the numbers—it’s shaped by what you believe, how you feel, and the story you tell yourself about money. Think about it: Do you see...
02 Jun Maybe, It’s Not About the Money
✨ Why Your Spending Isn’t About the Money We like to think we make financial decisions based on logic. But in reality, our choices—especially around spending—are guided by something much deeper:...
17 Mar Risk is Personal, Things to Keep in Mind
Investing & Risk: Your Journey, Your Rules 🚗💨 The other week, I shared a story about driving to Key West while Hurricane Milton loomed up north. Some people might have canceled...
25 Feb Prosperity Planning Tip #3
“I can’t afford it” isn’t always true. More often, it means, “I don’t see the value in it.” The way we talk about money matters. What stories are you telling yourself? If something...
23 Feb Risk is Personal
We were on our way to Key West when my phone buzzed. "You crazy Aussies, you!" a friend texted. We had barely made our flight out of New Orleans, racing to the...