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Tag Archives: goals and dreams
‘Lunch Money’ – Monthly Training & Education to Help My Team Increase Their Fiscal Literacy & Confidence
This month I launched ‘Lunch Money’, a monthly training and education to help my team increase their fiscal literacy and feel more confidence around money as they build a path for a successful financial future! This has been a passion of mine … Continue reading
Posted in Avoiding the First Financial Blind Spot, Blind Spot 1: Developing a Plan, Blind Spot 2: Increasing Fiscal Literacy, Blind Spot 3: Storing Money Efficiently, Blind Spot 4: Building a Wealth Team, Borrow Smart, Repay Smart, Creating Your Best Money Year Ever, life, money, planning
Tagged blind spots, borrow smart repay smart, budgeting, Creating Wealth, debt management, developing a plan, finances, financial future, financial planning, goals and dreams, increasing fiscal literacy, saving money
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How to Set SMART Goals for 2017
“If you don’t know where you are going, you will probably end up somewhere else.” – Lawrence J. Peter In the spirit of the New Year, our focus is to help you set goals in a way that gives you … Continue reading
Pole Pole! A Lesson from Climbing Kilimanjaro
Having just gotten back from climbing the highest mountain in all of Africa, I can say that the journey on Mt. Kilimanjaro taught me many lessons. What was the most important one? Set crazy, big goals that scare you and … Continue reading
Posted in life
Tagged confidence, goals and dreams, health, inspiration, life, motivation, success
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The Art of Money: The Three Options With Every Dollar
With every dollar you have, there are only three things you can do with it: 1. Spend it 2. Save it 3. Pay down Debt with it This applies to really any amount of money … Continue reading
Posted in Blind Spot 1: Developing a Plan, Blind Spot 3: Storing Money Efficiently, Uncategorized
Tagged blind spots, debt, debt management, developing a plan, finances, financial future, financial planning, goals and dreams, happiness, lending, money, mortgage, pay off debt, refinance, saving money, wealth
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Learning Creative Gratitude
Whenever the holidays come around, we are surrounded with the advice to “be grateful”, and “give to others”, etc. etc. But how do we really go about living this way year-round? The key is to transition from “reactive” to “creative” … Continue reading
The Story of the Magic Penny
If you had the choice between taking $3,000,000 in cold hard cash right now, or a single penny that doubles in value every single day for 31 days, which would you choose? If you’ve heard this story before, you already know that … Continue reading
Posted in Blind Spot 2: Increasing Fiscal Literacy
Tagged blind spots, developing a plan, finances, financial advisor, financial future, financial planning, goals and dreams, increasing fiscal literacy, money, mortgage, mortgage lenders, rate of return, saving, saving money, success, wealth
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Boost Your Confidence – It Means Everything
One of the biggest breakthroughs I have personally had in recent years is realizing how important confidence is. I have come to believe that confidence is the key to just about everything, both personally and professionally. In sales, the confidence … Continue reading