Blog
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What’s your word for 2023?
Question of the Week What’s your word for 2023? Hey all! Happy first Friday of the year! I hope you had a restful and rejuvenating break. I know I did.… -
Your Year-End Checklist
Can you believe it’s already the end of the year? Now is the time to celebrate with friends and family, reflect on the past 12 months, and plan for the… -
How to Make the Most Out of Charitable Giving
Question of the Week How to Make the Most Out of Charitable Giving Happy Friday! It’s that time of year to think about end-of-the-year charitable giving. During the holidays, we… -
Scaling with the Right Clients
Question of the Week Scaling with the Right Clients Happy Friday, all! We are on the second to last MDB podcast of 2022! I chat with Christopher Dale, CFP and… -
What are you thankful for?
Question of the Week What are you thankful for? Happy Friday, all! And Happy Thanksgiving! I hope you have had a celebratory and connective holiday so far. I still love… -
When Pivoting Is Hard
Question of the Week When Pivoting Is Hard Happy Friday, all! I hope you didn’t miss me too much last week. I was traveling and didn’t get a chance to… -
What Would You Do If You Won the Lottery?
Question of the Week What Would You Do If You Won the Lottery? Happy Friday, everyone! We’re revisiting an oldie-but-goodie blog post this week. You’ve likely heard that the Powerball… -
Creating the Products You Want
Question of the Week Creating the Products You Want Happy Friday, all! We dropped a very cool MDB episode this week. I chat with Anjali Jariwala, CPA, CFP, an experienced… -
Five Things To Do Right After You File Your Tax Return
Question of the Week Five Things To Do Right After You File Your Tax Return Happy Friday all! This week we wrapped up tax season 2022 with the passing of… -
Charge What You’re Worth
Question of the Week Charge What You’re Worth Happy Friday, all! We dropped an episode this week on MDB that I’m sure resonates with all entrepreneurs – charging what you’re… -
Making The Most Out Of Business Travel
Question of the Week Making The Most Out Of Business Travel Happy Friday, all! I’m excited and anxious about traveling for my first financial planning conference in almost three years… -
Making Complex Ideas Simple
Question of the Week Making Complex Ideas Simple Happy Friday, all! We dropped one of my favorite MDB Podcast episodes to date this week. I chat with Carl Richards, CFP… -
A Bold Example of a Mission-Driven Business
Question of the Week A Bold Example of a Mission-Driven Business Happy Friday, all! What a week! I hope you all are excited and gearing up for fall. I saw…