Personal Updates: Sept. 2019

I’m preparing for a trip to Denver next week for the Limitless Advisor Coaching Program fall retreat. This week’s podcast episode is a quick run-down of what I’m working to improve in my business and personal life. Enjoy!

Three Fears That Hurt Your Investments

In this week's episode, I talk about three fears that can be devastating to our investments and financial lives. These are fears that we all face at some point, so if you notice that one (or more) of these is present in your life, it's okay. If you need help working through some of these fears, contact me -- I'm happy to help.

Comfort or Growth?

Uncomfortable with the stock market? Worried about the inverted yield curve? When it comes to our investments (as well as our lives, health and relationships), we can have either comfort or growth. You choose.

The Secret to Having It All

With everything that's out there to be experienced, do you ever feel that life is passing you by? Do you have a dream that seems impossible because of the obligations in your life? In this week's episode, I talk about "having it all" and the counter-intuitive way you can achieve happiness and purpose.

Ep. 22: Balancing Passion and Responsibility with Mike Kelly

In this week’s episode, I talk with Mike Kelly, the CTO and Co-Founder of MemberVault. We discuss how MemberVault got started, the challenges they overcame along the way, going toe-to-toe with VC funded companies and how he balances passion with responsibility. Be sure to listen to the end, where Mike gives his advice to anyone who is thinking about starting something new.

Ep. 21: Becoming a Client Advocate with David Linton

David Linton is the founder of Arobase Group, an Atlanta-based IT consulting, management and advisory group that specializes in Apple products. David's company works with companies all over the United States, from small businesses to giant, multi-national corporations.

Arobase Group has been around since 1998 and still works with their very first customer, Georgia Power. Remember, the iPod wasn't introduced until 2001 and the iPhone wasn't introduced until 2007, so David has seen Apple's influence grow from the very start. In fact, he may be the highest certified Apple consultant in the Atlanta area.

During the interview, David talks about the risks of starting a business, how he navigated Arobase Group's growth, hiring staff and being an advocate for his clients.

Podcast Ep. 20: My Story

Someone told me this week that I have a good story, so I decided to share it here. Over the last 15 to 20 years, I've gone through some massive life changes (for the better). Each time, it took some courage and hard work to "level-up", but eventually, the wins started to build on themselves.

I'm not trying to be braggadocious here -- rather, I'd like to show what it really looks like to level-up in life and how much positive change is really possible.

Podcast Ep. 17: Investing In Your Life

Invest in your life! That's the name of the show, but what am I really talking about here? Investing in your life isn't just about money, it's about investing your time, attention and inner peace in creating leverage to build a great life where you're not simply trading time for money.

Podcast Ep. 16: It's Okay to Change Your Mind

Have you ever put an audacious goal out there - only to realize that it's making you miserable? And how do you know when to grit it out and when to quit? In this week's episode, I dive into when it's okay to change your mind about financial (or any other) life goals.

Pocast Ep. 15: Lifestyle Creep

Lifestyle creep is simply the expansion of your expenditures over time - and most frequently happens when there's an increase in income. Fighting lifestyle creep is key to building wealth. But what can you do? Is it always a bad thing? Find out in this week's episode.

Podcast Ep. 12: Values-Based Investing

This week's episode comes directly from a listener question. Dani in Tampa wants to know more about ESG (values based) investing. ESG stands for environmental, social and governance. This week, I go over both the good and bad of this new brand of socially responsible investing.

Podcast Ep. 11: Complaining About Your Finances?

If you find yourself complaining, it's usually a signal that something's off in your life. If the thing you're complaining about can be changed, it's time to take action. If not, maybe you're fighting the reality of what is.

In today's episode, I dive into what it means to complain about your financial life and how to recognize complaining as a signal to either take action or accept things as they are.

Podcast Ep. 10: The 5 Minute Way to Calculate Your Expenses

One of the biggest hurdles I run into when working with clients on their retirement planning is figuring out how much they spend each year. Sounds like something that folks would have a handle on, right? But not so much, especially with higher-earning clients.

Forget the budgeting apps, spreadsheets and credit card statements. In this episode, I walk you through the way to figure this out in 5 minutes.

Podcast Ep. 9: Meditation: Why and How

Meditation is hot these days, especially in the entrepreneur and executive space. Why? How do you get into it if you're just starting? Finally, how can meditation keep you from making critical financial mistakes? Find out in this episode.

Podcast Ep. 8: Don't Always Follow the Numbers

Every once in a while, the numbers are wrong. While I'm all about not doing something stupid, the whole point of blending our life planning with our financial planning is to experience life more richly. Sometimes that involves spending some money.

This episode is inspired by a meeting with a client where we agreed that not following the highest-probability scenario was absolutely the right decision. The decision was the difference between having knowledge and having wisdom.

Podcast Ep. 7: Winter Is Coming

Winter is coming. It's more than a fun Game of Thrones reference. But winter is truly coming for us in our lives, especially when it comes to our finances. How can envisioning the worst and preparing for it (counter-intuitively) bring us peace? In this episode, I talk about how the "winter is coming" attitude can actually bring us peace in times of crisis. I also go into how -- if you change your strategy in the face of adversity -- you don't really have a strategy at all.