Mindfulness, Spending & Retirement Income

Mindfulness, Spending & Retirement Income

Mindfulness, Spending & Retirement Income I have been a wealth manager for nearly 20 years, but before this I was working on a master’s in Tibetan Buddhism—specifically phenomenology, the study of how we perceive and experience the world. It is through that lens...
Retirement: The Transition From Human To Financial Potential

Retirement: The Transition From Human To Financial Potential

RETIREMENT Is Just Moving From Reliance Upon Your Human Potential To Financial Potential. Our lives are a transition between potentials.  We start with immense human potential and end, hopefully, with a powerful and steady financial potential. Human Potential When we...
What to do with Extra Money

What to do with Extra Money

Whenever we find ourselves with extra money, we know we should use it wisely.  We wonder, however, “Should I save and invest it or use it to pay down debt?” Usually, I recommend saving/investing first, then paying down debt. First though, there is a behavioral...
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