Life Money Decisions

Do You Feel Stoked?

Have you ever noticed people that are just stoked about life? Certain people have it and how does it apply in the business world, particularly when we’re doing creative work? Who are these people? I’d love to know your thoughts after you listen. Send me an email at hello[at]

Listen time: 4:11

In Praise of Luck

Lucky or Something More

Let’s give luck it’s due. Sometimes, we’re definitely lucky. But other times, feeling like luck is all we have comes down to the Impostor Syndrome. The goal is to push past that feeling and do our work anyway.

Listen time: 3:46

Impostor Syndrome

Discover the Power of Naming Something

No matter how much we accomplish, we can still experience moments where we feel fake. I know. I’ve felt this way many times in my life. It doesn’t matter if the moment is big or small. We just feel less capable, less worthy of notice and attention. But I’ve discovered there’s a way to gain power over that feeling: we need to name it.

Listen time: 4:00

Talk vs Do

Our Personal Behavior Gap

Grab a piece of paper for this episode. I want you to get a sense of the gap between the things you want to be doing versus the things you actually end up doing. It starts with noticing that a gap exists.

Listen time: 3:30

Goals, Plan, Investment, Repeat

Reality-Based Financial Planning: Hit Repeat

In this final episode of Reality-Based Financial Planning, you’ll be shocked to learn that now it’s time to repeat all the good things we’ve discussed up to this point. But what does that mean? What does that look like for your advisor/client relationships?

Listen time: 7:20

Regrets & Action

Regret Less, Act On Your Wish Lists Now

On your deathbed, it’s too late to make wish lists.

That’s the thought that went through my head high over the ocean, willing the plane to go faster as I rushed thousands of miles back to New Zealand to meet up with my gravely injured wife in the hospital near Christchurch.

Let me back up.

It was 4:30 in the morning in the holy city of Varanasi, India, when I got a strange message from my 15-year-old son, Sam. “Dad, give me a call as soon as you can.” I was up early to attend a religious festival, and I made the call.

The first thing Sam calmly said to me when he picked up the phone was, “Dad, don’t freak out, but mom’s been in an accident, and she’s in a helicopter being flown off the mountain.” The mountain, that is, that she had basically fallen off.

Plan, Learn, Tweak

We Prefer to Be Precisely Wrong Instead of Vaguely Correct

Real financial advisors are not defenders of an outdated map. Instead, we’re guides in a changing landscape. But it can be difficult to separate the idea of being “wrong” with the reality that new information may require a course correction.

In this fourth step for reality-based financial planning, we need to help clients understand that needing to make a change isn’t a negative thing, but an acknowledgement that we’re making the best guesses we can with a commitment to course correct as we go.

Listen time: 6:35

New Information

How to Make New Information Part of the Financial Plan

When we’re operating as reality-based financial planners, we need to help people understand how to include new information into their financial plans will change. Even more important, we need to help people remember that making a change doesn’t need to be scary.

Listen time: 10:14

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