
You Don’t Have to Live with Regret or Fear!
- March 7, 2022
- PlanningWeekly Post
The world had a wakeup call over the last few weeks. It’s been both amazing and heart breaking to witness. My...

2022 is about Less but Building for More
It’s about “How I spent my money (Financial/WINK) — What Investors Need to Know. NOW. Imagine this: You’re 3 feet from...

Best investment advice: Is B.O. always bad?
- November 9, 2021
- PlanningUncategorizedWeekly Post
“What Investors Need to Know. NOW (WINK)” The BEST investment advice you’ve ever been given: Last week we heard Mr. Buffett’s...

Best Investment Advice!
- November 8, 2021
- PlanningUncategorizedWeekly Post
What Investors Need to Know (NOW) or WINK: We just closed out our October WINK series unpacking what’s holding you and...

Now, What Scares Me the Most?
- October 18, 2021
- MarketsPlanningUncategorized
Bonds! One of the issues I have answered on my Perfect Day broadcast is this question: What frightens you the most...

Extend Your Gaze!
- September 21, 2021
- MarketsPlanningUncategorized
When it comes to the market, what scares you the most? I was thinking about this question over the past weekend...

Financial Stress? Here’s How to Deal with It
Is there a trick to dealing with financial stress? I don’t think so. While the answer to this question can be...

Still Playing by the House Rules? It’s time to Get Liberated!
- July 19, 2021
- Liberated Investor Tool KitPlanningUncategorized
Do you want to play by someone else’s rule with your investment portfolio and be run by the games on Wall...

The Support that Matters!
- March 12, 2021
- PlanningUncategorizedWeekly Post
All of us need support. It’s just knowing when to ask for it that separates successful businesses from those who struggle...

Master Your Productivity!
- December 4, 2020
- Liberated Investor Tool KitPlanning
How are your days going? Too much nightly news, too much social media, and too much stress? When did you start...