Over the past few weeks, I chatted with a couple of my advisor friends that I thought I would share with everyone. Not surprisingly, we spent the majority of time talking about retirement planning. On Monday, I spent the afternoon with Justin Castelli, CEO of RLS Wealth Management. Prior to shooting the video, we talked about all types of things about our industry and profession. We are both passionate about… Read More
Reflections on 2018 and What’s To Come in 2019
I wavered on whether to write a post like this or not. But after realizing so much wisdom from reading similar posts from other people that I respect, I feel that if it benefits just one person then it would be worth it. If you’re here strictly for financial content, I won’t be offended if you skip this one. As we closed out 2018, I took the week of Christmas… Read More
Something To Think About
If you really think about it, the only two points in life that we truly don’t care about money is when we have a total lack of wisdom as a child and at our point of maximum wisdom late in life. We spend the rest of our lives chasing it only to return to our childlike state by realizing it doesn’t matter a whole lot. That may seem odd for… Read More
