Life Goals

I’m asked all the time about the latest investment trends: Should I invest in bitcoin? Real estate is really taking off, should I buy a rental? What about Tesla – are we all going to be driving electric cars in 20 years? At the heart of all these questions is that investors are often looking…

I aspire to live a great life. I define this as follows: To live a life full of meaning and love. To be healthy and physically capable of doing the activities I enjoy. To experience new things and travel. To give back to others. This kind of life doesn’t just happen overnight. In fact, I’m…

With Thanksgiving and Black Friday next week, I thought I’d touch on the gift giving season. It’s hard not to be swept up in the ever-increasing commercialization of the holidays. Personally, it feels like the holidays often boil down to scheduling chaos, overspending on gifts, and not enough time spent reflecting on what truly matters…

According to a study from Sleep Junkie, 60% of workers who log 50-59 hours per week reported feeling overworked. More than 75% of those who work 60 hours or more said the same. Time, or not having enough of it, is the heart of the issue for overworked Americans. You may be working more to…

The new year is a great time to take stock of your life’s direction. Review what’s going right and what’s gone off course in your life. Sit down and REALLY think about what you value most. Maybe it’s family. Maybe it’s travel and new experiences. Maybe it’s giving back or solving a societal issue. Ask…

The New Year is a great time to think about what you want to do or accomplish for the upcoming calendar year. It is also a time to calibrate and “re-center” your financial plan. Here are 5 regular rhythms that I recommend building into your annual financial check up in early January. Net worth– Calculate…

Kind of related to the last blog post which challenged us to think about the long term purpose of our money, I challenge you to think about your TIME this holiday season. How are you spending your time each day? Are you allocating it to the things that are most dear and important to you?…

Americans working long hours are burning out. A recent study from Sleep Junkie found that working long hours may not necessarily lead to solving all of your problems. 3 big takeaways from the study: Time: Almost 4 in 5 said long hours cut into quality time with their children Health: 4 in 5 who worked…

Mortgage rates have dropped in the last month to the lowest rates since 2016 (see chart below). At the same time, many homeowners have seen their home value increase over the last few years. Now could be an advantageous time to refinance your mortgage to pay down debt, renovate your house, get rid of PMI,…

Everything in your life is linked in some way. While we talk a lot about financial well-being, we also believe that your physical well-being is just as important. Consider a few of these simple points as you think about the food choices you are making on a daily basis: Eat foods rich in omega-3s (flaxseeds,…

20 Second Advisor: The Boring Way to Building & Sustaining Wealth

20 Second Advisor: New Year – Two questions that drive meaningful change.

20 Second Advisor: Can Holiday Spending Be An Investment?

20 Second Advisor: Does working more alleviate your problems?

20 Second Advisor: Live your best life & tweak your 2020 budget

20 Second Advisor: 5 Financial Goals for 2020

20 Second Advisor: Your Time

20 Second Advisor: Are you working too much?

20 Second Advisor: Time to Refi?

2o Second Advisor: How does food affect how we feel?