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10 Reasons Why Practice Owners Are in a Financial Crisis

10 Reasons Why Practice Owners Are in a Financial Crisis Most practice owners are in a financial crisis. Crisis is a strong word. It is defined as a “time of intense difficulty, trouble, or danger.” Examples [...]

The Financial “Opportunity Trap”

The Financial "Opportunity Trap" One’s journey to become financially independent is never a straight line upward. There are hills and valleys, successes and failures, and obstacles that seem like they can never be conquered. However, there [...]

The Practice Owner’s Financial Sweet Spot

The Practice Owner's Financial Sweet Spot If you listen to a professional athlete, they talk about their “sweet spot” when it comes to a particular sport. For them, it’s a certain point on their racket, bat, [...]

Celebrate Your Financial Victories

Celebrate Your Financial Victories When I was growing up, the Chicago Bulls and New York Yankees were the kings of sports.  While I admired how hard they worked to get to the top, one of the [...]

10 Important Actions to Help You Navigate the Path to Financial Freedom

10 Important Actions to Help You Navigate the Path to Financial Freedom By and large, people are unhappy when they are confused and disorderly in any area of life. Find a person who appears to be [...]

How to Be an “ACE” With Money

How to Be an "ACE" With Money If you ever wanted to study the subject of money, then one needs to go no further than Las Vegas. The people who run this town know EXACTLY the [...]

The Cost of Making a Financial Decision During Burnout

The Cost of Making a Financial Decision During Burnout I am about to tell you a story of just how costly it can be to make a financial decision when you are emotionally “burned out,” exasperated, [...]

If the analytics are boring, then you’ve got the wrong numbers

I was never much of numbers person, which may sound like a contradiction coming from a Financial Planner. I happen to have the viewpoint that the attainment of REAL financial freedom is achieved primarily by your consistent good habits, attitudes, [...]

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