read and watch

Smart Shopping at Costco

Smart Shopping at Costco

Last month I was contacted by a writer at NerdWallet who wanted me to help with an article he was writing about saving money at Costco. He had seen a post a friend and colleague of mine had done where I had written about my love of Costco, and another friend/colleague...

read more
Befriending Money

Befriending Money

So excited to collaborate with Laura McMullen of NerdWallet on this important topic. If you want money to be good to you, look at how you show up for money. Yep, that's right... it all starts with you! What I love about this attitude adjustment is that it's something...

read more
Give Your Money Some Love

Give Your Money Some Love

Just in time for Valentine's Day, it is lovely to be quoted in this NerdWallet article about budgeting apps for couples - as you may know, having a spending plan and using a budgeting app are a couple of my favorite topics! And what BETTER gift could you give your...

read more
How to Get Out of Debt

How to Get Out of Debt

I am excited to be quoted in this GoBankingRates article about paying down debt by the end of the year, paying down debt being one of my favorite topics! One of my favorite things to do (unlike most financial planners) is to help people manage their cash flow, aka...

read more
Is the Cost of Financial Planning Worth It?

Is the Cost of Financial Planning Worth It?

Is the cost of financial planning worth it? I think you already know what my answer to this question is, but I wanted to give you some real-life examples that I have come across as a CERTIFIED FINANCIAL PLANNER™ professional. When I first started my business I used to...

read more
Enough! Self Worth & Your Finances

Enough! Self Worth & Your Finances

I am enough Can these 3 simple words change your life? According to therapist Marisa Peer, they can and they do. Marisa became a well-known therapist to celebrities, athletes, and royalty because she discovered the common denominator of all emotional issues: humanity...

read more
Why This Healthy Foodie Loves Costco

Why This Healthy Foodie Loves Costco

You might be surprised to know that as a small household, and someone who eats probably 90% organic, I like to shop at Costco. I don’t know if all Costco’s are created equal, but I know the one closest to my Denver zip code realizes that shoppers will quickly scarf up...

read more
Be a Financially Organized Solopreneur

Be a Financially Organized Solopreneur

What is a Solopreneur? The top definition of solopreneur, according to Urban Dictionary, defines one as an entrepreneur who works alone, “solo,” running their business single-handedly. The description continues: The typical solopreneur is easily tempted to become a...

read more
What to do About the Credit Breach

What to do About the Credit Breach

By now, you have heard about the big Equifax credit breach, where the personal data of 143 million Americans was stolen. Chances are, your data was compromised, and this could include your name, address, date of birth, SS number, credit card information, and/or your...

read more
Plan a Richer Life

Plan a Richer Life

Recently I decided to trademark my logo, because I love it and it succinctly describes what I enjoy helping people do as a CFP (Certified Financial Planner™ Professional). It didn’t come to me immediately, but when it did, I knew it was right. TO BREAK IT DOWN... Plan...

read more
The Power of Changing Habits

The Power of Changing Habits

I just finished reading the book The Power of Habit by Charles Duhigg, and I highly recommend it as its premise is pretty life-changing. Humans are basically a cluster of habits, some good and some not so good.  A 2006 Duke University study found that 40% of the...

read more
Responsibility is a Key to Financial Peace

Responsibility is a Key to Financial Peace

As a financial planner, it’s really hard to not give advice during any conversation about money, especially when it’s about money behavior, a topic about which I’m especially passionate. Recently I had an exchange with a younger friend who was wistfully talking about...

read more
How to Live a Richer Life

How to Live a Richer Life

This month I'm not posting a video or question/answer -- just an article I think is important! It took me longer than you’d think to come up with the tagline for my financial planning business: “Plan a Richer Life.” When it finally came to me, though, I knew it...

read more
So, How Are Your Parent’s Finances?

So, How Are Your Parent’s Finances?

https://www.youtube.com/watch?v=p2tCB8Qej8E Q: I read your article about family and money. My family and I just do not discuss money matters with each other. Do you really think it’s that important? A: Thank you for your comment and question! Yes, I do. Because no...

read more

How Do I Know If I Have Wealth?

  Q: My salary should be more than enough for my needs but I don’t feel like I’m getting ahead. What does it mean to be wealthy? A: Excellent question. Another way to put this is: “Does my salary define my wealth?” There are lots of ways to define wealth, but...

read more