It's #OpenEnrollment season! Not as exciting as Season 4 of Yellowstone (IMO), but it will give you a better return on your time and save you money. My favorite? #3 Get Your Free Money! Find out how in this short video on #workplace #benefits.

The IRS is slowly, but surely, tapping into digital payment systems including #cryptocurrency exchanges (yes, the 2,702 page Infrastructure Bill included a few lines on crypto). If you are selling online or trading #Crypto, know that these events may be taxable.

Stories are part of who we are. And those stories are grounded in experiences. Money, when used well, can create experiences, and those experiences are what enrich our life stories. How will you use money to enrich your life story? Share your story below👇🏻

Every time I make a decision with money, I ask a simple question, "How will this decision affect how I spend my time?" What decisions are you making today that will put you in control of how you spend your time?

Just ran outside on my balcony yelling! Neighbors were like “what’s wrong with this dude???” Lou Holtz said it best “those who know Notre Dame, no explanation’s necessary. Those who don’t, no explanation will suffice.” #GoIrish

Will it turn out the way I want it to? Maybe the better question is, “what is the best process for me to follow that can put me in control of the outcome?” Answer this question → I will do _____ today “so that I enjoy the process instead of fearing my future.”

I always make time to think about...how I think about money. I call it working on my "Mental Models of Money". What you feed your money mind – thoughts of abundance or thoughts of scarcity and worry – can change everything. What are you feeding your money mind today?

All I have to say is...one sunrise at a time. It's the work you put in every day that will make the difference. Maybe not tomorrow, but at some point in the future. And you'll be glad you started...today.

One small step in redefining what financial planning should be: unbiased, personalized, and affordable to all.

Next week join me and Brent Weiss of Facet as we drill down and distill the big issues that will impact your life, like investing for retirement, inflation, interest rates, and tax policies. Annoying jargon not included! Register here: bit.ly/3FNMnff

What do you value most in a job or career? Salary and bonus potential? The stock compensation package? Workplace benefits? Or maybe culture, remote work, or even career advancement opps? Here are the 3 things you need to consider when making a job or career change.

What's driving your decisions during periods of market volatility? Do you have a plan that gives you clarity on the things you can control? Or are you running from a Sabre-toothed Tiger? (and, yes, that's a cross section from an MRI of my brain 10 years ago). The top one 🤣

As we approach Valentine's Day, this video may be the most important thing you watch...trust me and check it out.

Feeling behind on your retirement savings? You aren't alone. As the saying goes, "Life is what happens when you'r busy making other plans." Or, if you prefer, "between coffee and wine" :-) Here's my latest "3 things" video with tips on how to get back on track.

Here's what the industry wants you to think, "When you do better, we do better." Sounds compelling, right? Here's what we say at Facet, "When you do better, YOU do better." Keep your money working for you.

Financial literacy is essential to making smarter, more informed decisions. But why is the financial health of our nation not improving? I break it down with Nasdaq and Jill Malandrino .

How should people pay for financial advice that looks at all aspects of their lives and not just their investments? Hint: The answer is not the infamous "1% AUM fee". Find the answer in my latest video.

My career summed up in one photo...

“The quality of your life is a direct reflection of the quality of the questions you are asking yourself” ― Tony Robbins Your financial health is just as essential as your physical, emotional, spiritual...health to living well. Ask better questions...get better advice

In 2016, we started with 5 people and 1 crazy idea – to make financial planning affordable and accessible to all. 6 years later, we are #46 on the Inc. 5000 list of America's Fastest-Growing Companies. Here's to helping people thrive in all facets of their lives.