Quick Hits: Buckle Up | Fails | Balanced Advisor

Coming off our biggest event of the year, the World Series of Success, everyone is ready to get moving into 2022! If you missed any of the speakers or resources, you can get it all in one place right here! I wish I could tell you which one was the best, but they all provided…

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Quick Hits: It’s Back | BlackRock FIAs | Zuck Meta Cash

The Quick hits are back! Sorry for the 2 week hiatus…a little girl came into my life earlier than expected! Hope everyone is enjoying the holiday season! Here are your Quick Hits: Great Leadership Article from INC: Warren Buffett Says You Can Spot a Great Leader by Simply Looking for This 1 Trait. “We look…

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4 Hats of Running a Business

Someone is not wearing this hat in your business…and it shows! If you get tired of analogies, don’t watch my video below. I give a few too many. But you’ll at least catch my drift 😊 As a business owner you can’t help but to have the passion behind what you do. Then you lead the…

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Quick Hits: Skittles or M&Ms? | Charts on Charts

Don’t you love a good chart? Org chart, flow chart, skittles chart… Nothing that says “I’m a sophisticated wealth planner” quite like saying “take a look at this Skittles Chart.” I digress. Thanksgiving is here! I’m thankful that you all are out there everyday changing retirees and pre-retirees lives! Keep up the incredible work securing…

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Quick Hits: Fall Back | False Data | COVID Retirees

My 4 yr old: Dad why do we call it Fall? Me: Because the leaves fall during this time. 4yr old: so everything dies and falls in fall? Me: yes, kind of depressing, but it looks nice! Me also thinking: (that’s super depressing, I need a better answer) Here is why we call it fall…

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Quick Hits: Green Eggs | Row Row | Misleading Mutual Funds

“you may like them. You will see. You may like them in a tree!” The article below about a college football coach who uses a child Nursery rhyme to illustrate persistence and discipline got me thinking about how often we forget the lessons we teach our children. One of my favorite lessons for what we…

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Quick Hits: Dad Tax | Indicators | Nice Hugs

1 down and 2 months to go in the 4th quarter of 2021! Only 2 more days till Halloween and my middle son still doesn’t know what he wants to be. Should make a for a nice day before cramming to find a costume that will result in lots of screams…not the type of Halloween…

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