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How To Reduce Unforced Errors
Making better decisions and avoiding mistakes
When is Enough Enough?
Have you ever stopped and quantified what enough means to you? Enough time, money, fitness, friends, relationships, business, how much is it? This can seem like a daunting task, where to begin? Our brains are designed and automatically tuned into the “more” frequency...
One Year Closer to Retirement in 2026. Now What?
What to expect from your retirement before it arrives.
Creating Generational Wealth for Your Family
Steps my family has taken to build generational wealth
Who Holds All the Investments? Investors? Or the Institutions?
Planning provides clarity in your choices
How Much Employer Stock Should I Hold?
Managing employer stock requires planning
Who’s Holding All That Cash?
What’s the right amount of cash reserves for a retail investor?
Swimming Into Canada Searching for a Lake Monster
My Search for Memphre Swim Report
Financial Planning Topics for Fall 2025
It’s a new season for strategy session two.
A Better Approach To Retirement Planning
Steps to take to achieve your ideal retirement
How To Minimize Fear With Investing
Avoiding fear with your finances
F1 Racing and Financial Planning
The commonalities between racing and planning.
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