185 | Small Steps in the Right Direction

Let’s talk about the best way to achieve your big money goals. Lawyers often want to go after the biggest goal from the outset, but that’s typically a recipe for failure. A better approach is to identify the small steps that lead to that big goal and go...

184 | Out with the Old

What’s not moving you to where you want to be with your finances? The start of a new year is a great time to reflect on those things so you can let them go and implement new things as we come into 2024. In this episode, let’s talk about a few things to...

183 | The Source of Your Advice

Every piece of financial advice isn’t meant for you. Often people have opinions about what we should do and how we should handle our money, but they don’t have the same goals or vision that we have. That makes their advice largely inapplicable. In this...

182 | Money in Moderation

Closing your eyes and hoping for the best is not a good money management strategy. At the same time, you don’t want to be obsessing over every penny. I’ve been on both ends of the spectrum, and both sucked in different ways. In this episode, let’s...

181 | Harmful 401(k) Contributions

Sometimes good financial advice can actually hurt your finances. That’s exactly what happened to some of my clients and to me when we followed the common advice to maximize our contributions to our retirement accounts. In this episode, let’s talk about our...