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Your Time is Valuable

Your Time is Valuable

I'll cut right to the chase this week: your time is extremely valuable and one of the benefits of working with a personalized financial advisor is to save that time and energy for the most important things in your own life. The 3-minute video below is a recent example of how I delivered an extremely concise financial planning action item to a client.


What I'm Reading
  • My family is constantly struggling with the "chore chart" in various formats and versions. This article from Marotta On Money unfortunately doesn't answer those questions directly, but does give insight into funding a Roth account for a young child - which is just amazing if you can do it.
  • For those WSJ subscribers, this article grading his own retirement was insightful. I always try to learn from those ahead of me (where I may be heading!) and this was a good one for looking into the future.
What I'm Listening To
  • It always fascinates me how there are many ways to make money in the markets. Or at least, people that have been at it for years with different strategies. Eric Dugan at 3D Capital use daily trend-following strategies for buy/sell signals. In a podcast with Michael Covel, I enjoyed hearing how consistent, hard work creates opportunities.
  • This Model Health Show with Isabel Price really changed my internal view of my personal health and relationship with my own body. It’s quite inspiring - highly recommended.

Excellence is not an accident.