August 13, 2018

August 10, 2018

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Recent Posts

August 13, 2018

The road to financial freedom has two lanes. One is the ability to set, and reach, realistic goals. The other is creating and maintaining the habits to enforce and achieve those goals. We have talked about the importance of goal setting in many episodes. Setting goals...

August 10, 2018

As we begin our second year together, it's a good time to give our finances a makeover. We are going to tackle just about every personal finance and investing topic one needs to get out of debt, start investing, and begin moving closer to financial freedom.

There is a l...

July 3, 2018

As anyone who has lost his or her health will tell you – there is no amount of money that can replace good health. We have a friend that worked really, really hard for 20 plus years to take his business from start-up to success. He sold it for $400 million.  Two weeks...

June 25, 2018

For the past two weeks we have talked about business cards – today the personal card. The credit card is one of the most divisive products among all the financial tools available. Ask around and you’re sure to find people who pay all their expenses using credit cards a...

June 11, 2018

Before you apply for a new small business card, whether it’s your first or your tenth, do some legwork to make sure the new card is a good fit for you and your small business.

Here are 10 questions to ask about a business card before you fill out the application:

  • Wha...

June 5, 2018

Credit cards are a powerful tool for us as both individuals and small business owners, offering an easy and convenient way to manage cash flow, track and manage purchases and leverage business spending to earn rich rewards.

Many of us do not take full advantage of the b...

May 29, 2018

I am a work in progress. I have so many ideas that things I want to accomplish that each day is a delight. It is also a burden. I have become addicted to busy- ness and can’t seem to find a moment to just be in the moment. I have jumped on the hamster wheel and am runn...

May 21, 2018

I spend much of each day helping business owner’s change some aspect of their organization to create rapid and sustainable growth. Most days I love, love, love my job. However, I am frequently baffled by how many times people pay me good money to help them move forward...

May 14, 2018

What is networking? The official definition is to interact with other people to exchange information and develop contacts, especially to further one's career.

But the better question is why network? What will it do for me? Networking has delivered more return on investm...

May 7, 2018

This week we are going to have a little self-reflection. One thing I have learned over the years with my own money issues– and the money woes of my clients is that self-reflection is key to success.

Managing your personal finances is all about being brutally honest with...

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