Watch this video on YouTube Be frugal. Live on less than you make. Save for the future. It’s my message, and I’m sticking to it. Just in case you’re getting tired of that message, though, let’s take a look at thrift from a slightly different...
Watch this video on YouTube I had no hat and no sunscreen to protect me from the scorching heat in the Australian vineyard. Yet I couldn’t leave as I listened to Leigh telling his family’s heartfelt story of grit, passion, and struggle. Standing among the...
Watch this video on YouTube Jannie Wu wanted a better life. I met Jannie on a recent trip to China. After earning an undergraduate degree in English, she took a teaching job paying 1000 Renminbi, or RMB, ($150) per month. In China, obtaining a student loan is not an...
This week I did a very quick trip to Seattle, WA, where I spoke on my client process at the annual symposium of the Puget Sound FPA. TD Ameritrade sponsored my talk, which was a first for both of us. I appreciated their sponsorship, as I know those in attendence...
In 1992 I gave my father a birthday gift, two tickets to the NCAA Men’s Final Four. I thought it would be a nice event to do together. Of course, the implication for the second ticket was that he use it to take me, rather than my mother. It worked. What I...
I just returned from attending and presenting at the Technology Tools for Today conference in San Diego. The conference is one of the best in the profession for helping advisors like me keep abreast of the dynamic world of technology. One of the best features of the...
