Having worked for 10+ years as a Private Wealth Manager, I’ve seen 2 different outcomes from this conversation about money:
For those who took money management seriously, there was typically great rejoicing. For those who didn’t, only tons of regret. Those with regret were always looking backward and regretting not taking it serious enough when they had the chance. Regretting not doing more of what they knew they should have. Regret for not paying attention or having a plan.
Where will you end up […]
Lead people better. That sounds nice. But in the real world, it is easier said than done! People are hard to lead and it’s hard to be a leader. But when the mission is important enough, the need for great leadership is too. Today, we’ll look at 4 things that can help you to lead people better.
But before we do that, we have to ask a question that many people struggle with when it comes to seeing themselves as a leader:
“Am I a leader – even if I don’t feel like one?”
It’s amazing to me how often this question (or one like it) comes up. Here’s my answer when I hear this. It may help you determine if you are, in fact, a leader and if this conversation today is for you or not:
“Do you see anyone following behind you?”
If so, then you’re a leader and this is something you should read. […]
When I worked as a private wealth manager, I’d have my fair share of conversations about Long Term Care insurance. But there always seemed to be more questions than answers. The two most common being, what is long term care insurance and should I have it?
Let’s start with the first question: What is Long Term Care Insurance? (LTC)
LTC is insurance that you can buy to help offset or cover the costs associated with a long-term illness or disability. If you are in a position of need, the insurance can help you to pay the monthly costs associated with your care.
For example, if you have a disability that requires 24-hour care at a facility or in your home, you will likely need the specialized care of nurses or professionals. If this is the case, the LTC can help cover the costs. As you can imagine, the cost for this can be extremely high! Costs vary based on needs and the state that you live in. But according to a Consumers Report on this topic, assisted living (in a facility with a private room) may cost between $2,400-$5,700 per month. Nursing home care can range between $4,400-$9,400 per month.
With this being true, you can see why the conversation about LTC is an important one.
Which leads to question #2: Do I need it? […]
Keeping your family connected when school gets back into the swing of things can be a challenge for every family. It takes a lot of focus but it isn’t impossible. In fact, there are 3 times each day that you can strategically use to keep your family focused and keep connected. Quality time doesn’t have to be a long time together in order to be meaningful. But you will have to do create a routine or find a rhythm that works.
Here’s what I suggest. (video) […]
In today’s Podcast, Episode #009, we are doing Part 2 of a review of the New York Times Best-Seller book by former Navy SEALs, Jocko Willink and Leif Babin called, Extreme Ownership.
In Episode #008, we took a big-picture look at the problems and issues many people deal with on a day-to-day basis and how the missing ingredient may be found in what Jocko and Leif present in […]
As I look outside the window of my home office, I can see the effects of what I’m about to share with you. Directly in front of me, I can see a window full of weeds. Tall, big, overgrowing weeds of various kinds. It almost appears as if they were purposely planted that way by the previous owners. Maybe they were just big fans of weeds. But just past the weeds, on the other side of the yard, sits a large, strong pear tree as well. Its fruit has already blossomed and they are falling to the ground. As I view these contrasting images each morning, here’s what I have learned: What you feed grows.
It’s true, isn’t it?
In both cases, the environment in which the weeds and the pear trees grow determines if they prosper and flourish. But it makes me wonder, why do we even have weeds? What was God thinking when He caused them to grow, too? Maybe it was for a good reason (I’ll always give God the benefit of the doubt!). Or maybe it was simply to show us, since the beginning of time, this important lesson. That whatever you feed, good or bad, is going to grow. […]