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Helping the Rich get Richer and the Poor get Richer

Watch this video on YouTube One of the pillars of my profession of financial planning and counseling is to help people get richer. For many people, this statement might evoke the idea of “income inequality” as summed up by the phrase “the rich get...

Worldwide Increase in Financial Well-being

Watch this video on YouTube Do you think the world is getting better, or worse, or neither? Based on a recent survey by Max Roser of the University of Oxford, you probably said “worse.” That was the answer from about 95% of the survey respondents, who were...

Simple Living Not Always So Simple

Watch this video on YouTube “Living simply with fewer material possessions leaves room for more soul” (meaning more joy, connection, peace, and spirituality). “Material possessions prohibit one from finding deep contentment.” Recently I had a...

Over-Consumption Not Tied to Capitalism

Watch this video on YouTube Recently, a respected colleague noted that the “capitalistic goal of accumulation, consumption, and collecting” is responsible for a collective mindset in Americans that “I consume, therefore I am” and “more is...

Getting Out of Poverty Takes More Than Financial Literacy

Watch this video on YouTube Helping people work their way out of poverty isn’t just about money. It requires addressing the beliefs and culture around money that may be keeping people stuck both financially and emotionally. Like many of my financial planning...