Make a Guess, Move Forward

Goals for Real Financial Advisors, Part 2

What if we don’t have to use the word “goals” to talk about them? I’ve found it super helpful to change our thinking a bit by using a different word: guesses. For most people, guesses feels a lot more manageable than goals.


Holding On and the Cost of Not Letting Go

There is an actual cost to holding onto things we should let go of. It can come in the form of anger, frustration, resentment or something even worse. The question is, can you really afford to keep paying the bill?


Goals for Real Financial Advisors, Part 1

The most important thing we can do as real financial advisors is also the thing that people like thinking about the least: goals. In part one of this five-part series, we’ll review why it’s so important for us to get around our human dislike for thinking seriously about the future.


Going Deep with Cal Newport

It’s the rare and oh-so-valuable book that helps you get clearer about an idea you’ve struggled with. Cal Newport’s latest book, Deep Work, did just that for me. It’s an insightful journey into what it means to do deep work in a distracted world. In today’s review, I share how Deep Work helped me get clearer about the kind of work I want to be doing.

Permission Gap

Permission Granted – You Can Make that Big Life Change

Sixteen days from now, my family and I will board a plane for New Zealand. Not for a vacation — but to live and work for the next 12 months or so. It’s spontaneous, it’s exciting, it’s new, and it’s something I’ve always wanted to do. Sounds awesome, right? Yes!

But it’s also completely terrifying. Big changes are unpredictable. They’re daunting. But that doesn’t mean you shouldn’t make them.

want to know a secret

Spending 20 Minutes Below the Waterline

I’m convinced that one of the things we need to talk about more in our industry are the things “below the waterline.” It’s the stuff that makes us happy and healthy and more capable of having an impact on the world. In today’s episode, I tackle one of the things I’ve struggled with over the years: learning that sometimes less is more when it comes to feeling and being healthy.


Your Money & Your Brain

Over the last few years, behavioral finance has become a hot topic. The interest is due, at least in part, to Jason Zweig’s book, Your Money & Your Brain. It’s not a book that you read in one sitting. In this review, I cover why I still find it so helpful years after I first read it.

Stimulus & Response

Why You Need Some Space Between Thinking and Doing

I’m going to assume for a minute that you’re one of the millions of people who have a recurrently frustrating relationship with spending. It probably starts with a commitment to sticking to your budget, and you do for a few days. Then, despite your resolve, you break down, pull out the credit card and do something that you promised you wouldn’t. You wake up in the morning ashamed and resolve never to do it again. Then you repeat. Been there? Done that?


Talking About Money, Part 10

We’ve reached the end of our series on Talking About Money. I’m sure I’ll come back to this topic again, but today, I want to leave you with plea. Both as advisors and human beings, don’t give up on this discussion. You are going to bump up against uncomfortable things…

Spreadsheets & Stories

Talking About Money, Part 9

Early on in this series, we talked about why it’s so hard to have conversations about money. It goes back to our belief that these discussions should be rational. After all, we’re talking about spreadsheets and calculators. But the reality is that we’re dealing with a lot of irrational emotion. I know it seems like a small thing, but acknowledging the logic/emotion disconnect up front can help your clients (and you) handle these conversations better.