Jun 30, 2020
How has your life changed in 2020? We’re not talking about how you’re learning how to bake bread, choosing Zoom backgrounds for your virtual meetings, or watching way too much Netflix.
We’re talking about how the intangible stuff has changed. Your values. Your priorities. Your life goals. Maybe you’re realizing...
Jun 23, 2020
Answer us this: which person needs estate planning the most?
A)
Someone with two kids
B)
Someone with a small business of their own
C) Someone who has property and possessions to
pass on
D) All of the
above
If you answered D, ding ding ding! You win.
Say the term “estate planning” and people assume it’s only meant...
Jun 16, 2020
How many times have you heard “Save for an emergency!” and “Save for retirement!” We’re not saying those aren’t super important things to save for… but what about the rest of your life?
Things like buying a house some day, or having kids. Taking that 6-month sabbatical. Buying out your business partner....
Jun 11, 2020
Where do you get your financial advice? (Aside from us and the Wealth by Design podcast, of course. 😉) Your friends? Parents? Coworkers? YouTubers? “Money gurus?”
Some of the most popular money gurus out there (we won’t name names) have a process called “baby steps,” designed to get you started with your...