Goals Need Not Be Perfect—Just Informed Guesses
We talk about goals like they need to be precise, clear, and certain. But most goals start as a guess. They are a guess about what will matter. A guess about what the future might look like. And that’s okay. 👉 You don’t need perfect goals. You need a current guess. That’s one of the ideas inside my new book, Your Money. If you haven't picked up your copy yet, you can do that here: https://t.co/d9Q8iSiQdQ
Enough Isn't a Number—Money Can't Define Satisfaction
💥 Enough is not a number. Clients often ask how they’ll know when they have enough. There’s a version of that answer that lives in a financial plan. You run the numbers, you look at the projections, and someone tells you,...
Financial Planning: Lifelong Journey Through Three Core Questions
Financial planning isn’t a one-time event. It’s a lifelong process. And it keeps coming back to three questions: …Where are you today? …Where do you want to go? …How will you get there? My new book, Your Money, is just a collection of ways...
Focus on What Matters and You Can Control
Most of what you’re worried about right now… you can’t control. Years ago, I drew a simple sketch with two circles. Things you can control. Things that matter. 🎯 The overlap is where your attention belongs. When your circle of concern gets bigger than your...
Start Money Talks with One Sketch and the Question Why
It’s been about six months since my latest book, Your Money, came out. https://t.co/nY9xV2TQUr I’ve been thinking about what success looks like. For me, it’s not sales or rankings. 💥 It’s conversations. I’ve heard from readers using the book in ways I...
Budgeting Is Noticing, Not Restricting
A budget isn’t about restriction. It’s about noticing. What did you just spend money on… and did it feel like a good trade? This idea is from my new book, Your Money. Pick up a single copy here: https://t.co/2f6CoPIepZ Or if you’re ordering...