#TBT | After 36 years as a wealth CEO, I still use a financial advisor. I’m human—I get emotional about my own money. I need someone to guard my time & remind me that money is just a tool for fulfillment, not a scorecard
Full story: buff.ly/z5wlYed
#WealthAndFulfillment
Some treat cutting taxes like a holy mission. I’ve known people who spent hours—even leaving family—to avoid estate taxes. They "won" the tax game—at what cost?
Have you seen someone sacrifice joy or time to save a dollar on taxes?
#Taxes #MoneyMindset #WealthAndFulfillment
Sometimes, 'I need to think about it' is powerful. In a world demanding instant reactions, pausing is self-care, aligning emotions with intellect before committing. Try waiting 24 hours before your next big decision.
#Boundaries #SelfCare #WealthAndFulfillment #IntentionalLiving
As February ends, I hope you found time to give yourself permission—for a "woo-hoo" moment, a tough conversation, or to support someone. March brings another fresh start.
What was your favorite permission this month?
#MonthlyReflection #BeginAgain #WealthAndFulfillment
I promise my children they'll never be hungry or homeless, yet parenting adult children is challenging. It's about supporting without overstepping, and loving them as they are, not as envisioned. My new post arrives tomorrow.
#Parenting #AdultChildren #WealthAndFulfillment
Reflecting on my wife, Heidi—the foundation of my life. I’ve learned that true wealth isn’t in a bank account; it’s sitting across the table from you. Relationships are the only investment that pays soul-level dividends. Happy weekend.
#Love #Gratitude #WealthAndFulfillment
Welcome to February. This month, I'm exploring what we "should" do versus what our souls "want." After years of following rules, ask yourself: What if I allowed happiness? What "should" are you ready to let go of this month?
#WealthAndFulfillment #InnerVoice #Permission
Spending money on a Disney guide taking my granddaughter to Disney World felt "ridiculous" but worth every penny for the memories. Money is a tool—use it to improve your life & your loved ones' lives.
Full story here: buff.ly/HUOVJmT
#TBT #JoyfulSpending #DisneyMemories #WealthAndFulfillment
I often think about the time I have left and my desire to dance at my grandchildren’s weddings. Living a long, healthy life requires discipline, which can be challenging.
Tomorrow, I’ll share a post about the "small steps" I use to stay on track when I stumble.
#Discipline #WealthAndFulfillment
Happy New Year!
May 2026 bring you fun, learning, growth, good health, and love. As we step into this new chapter, remember we don't need to fix the world today—just bring kindness and intention to our own corner.
#NewYear2026 #WealthAndFulfillment
I was a wealth management CEO, yet I have my own financial advisor. Why? Because I need objective advice, and I want to free up my time for what truly matters. If I need one, you probably do too.
Here is why: buff.ly/GQdoxQ1
#FinancialAdvice #WealthAndFulfillment
I spent 30+ years as a wealth manager, yet I still hire a financial advisor. Why pay for advice I could give myself? Because I’m human. When it comes to my own money, I have blind spots. Tomorrow, I’m sharing why I fired myself as my own advisor. #FinancialWisdom #WealthAndFulfillment
#TBT Do you ever feel a panicky tap on the brakes when you try to be generous? I do. It’s the fear that money equals security. But generosity is a muscle we can build. Here’s how I work on mine.
buff.ly/CUazrlA
#Generosity #MoneyMindset #WealthAndFulfillment #Abundance
When in doubt, be generous." It’s not just about money. It’s about a generous spirit—patience, listening, kindness.
What’s a small act of non-financial generosity you’ve received lately?
#Generosity #WealthAndFulfillment
Welcome to December.
My hope for you this month is less hustle, more heart. Less worrying about the perfect gift, more presence with the people who matter.
How will you find stillness in the chaos?
Read more: buff.ly/3bYG3NP
#DecemberIntention #WealthAndFulfillment
As June winds down, what's one lesson about wealth or fulfillment you've pondered this month? For me, the ideas in 'Addicted to Winning' and 'Gratitude That Empowers' have been front of mind.
Share your reflections!
#Reflection #Growth #Learning #WealthAndFulfillment #SundayThoughts
What's a common misconception about achieving fulfillment that you'd like to debunk? Let's chat.
Share your thoughts!
#Fulfillment #MythBusting #PersonalGrowth #Wellbeing #LifeLessons #WealthAndFulfillment
Gratitude That Empowers' isn't just about feeling good; it's about doing good. How does your gratitude practice fuel your actions or contributions?
Let's discuss! Read the post for ideas: buff.ly/Rbkcg5C
#ActionableGratitude #MakingADifference #Purpose #WealthAndFulfillment #GratitudePractice
Happy Summer Solstice. ☀️ It's the longest day of the year—go do something with all that extra daylight.
#SummerSolstice2025 #TimeToShine #WealthAndFulfillment
Just dropped: 'Gratitude That Empowers.' My fresh take on making gratitude a dynamic, energizing force in your life. Focus on your inner resources, not just external 'haves.'
Read the latest: buff.ly/Rbkcg5C
#NewPost #Gratitude #Wellbeing #PersonalGrowth #Mindfulness #WealthAndFulfillment
