The happy picture of a couple on the beach isn’t quite what retirement looks like in everyday life. Register for the "Death of Retirement: New Thinking on the Next Chapter” webinar at: bit.ly/3iZ1slS
Was your business affected by COVID-19? In my latest article for ValueWalk, I discuss the value of scenario planning, and how an interpretive adviser can help entrepreneurs plan for future business disruptions. hubs.ly/H0R7QBb0
Financial stress can sap your energy and leave you feeling bad. Thanks so much to Dr. Elaina George for inviting me to discuss financial health during uncertain times. Listen to our discussion here: hubs.ly/H0QV_gw0
Did your business pivot during the pandemic? In my latest article for ValueWalk, I examine the role your financial adviser can play in the process. hubs.ly/H0Q2H4p0
What relief options are available to small businesses under the new American Rescue Plan Act? I discuss what's new with Kerry Lutz on the Financial Survival Network podcast: hubs.ly/H0KwDkc0
Fees for advice and investments can make a huge difference on how much your nest egg can build for the future. In my latest article for ValueWalk, I show you why low fees can lead to higher returns: hubs.ly/H0KvVXS0
What does a "trustworthy" financial adviser look like? If you're an entrepreneur, here are the things that matter: hubs.ly/H0HPNHB0
How do you track your expenses? In my latest article for ValueWalk, I explore how mental accounting bias may cause us to treat some money differently: hubs.ly/H0Ds2sR0
Serving turkey tomorrow? My latest article for ValueWalk explains why "availability bias" can affect everything from your holiday meal to your investments. hubs.ly/H0ByjkF0
Entrepreneurs: do you hate managing your money? I discuss some ways to make it less painful with Tsippi Gross: hubs.ly/H0zmvc40
Our live webcast on the Paycheck Protection Program and loan forgiveness starts TODAY at noon ET. Join us on Facebook at hubs.ly/H0zghgw0 with your questions and learn what you need to know about applying for loan forgiveness!
Do you have questions on how to apply for PPP loan forgiveness? Don't miss our webcast this week. Register now! hubs.ly/H0z46mX0
Tomorrow night, I'll be joining the Rotary Club of Detroit for "A Conversation with the Author." Hope you can join us!
Entrepreneurs, COVID-19 is on the upswing again. Is your business ready? Check out my interview on the Growth Amplifiers podcast: hubs.ly/H0yd87q0
Thanks to MICPA for recognizing my efforts as chairperson of the financial literacy task force. Helping clients understand their financial situations is a passion of mine, and I'm glad to have had the opportunity to serve! #MICPA2020Awards
We all make dumb decisions from time to time, but your sense of regret could be making things worse! My latest article for ValueWalk explores "regret theory:" hubs.ly/H0x6bmC0
I got a chance to talk with Peggy Smedley recently about some of the issues entrepreneurs are facing during COVID-19. Listen to The Peggy Smedley show here: hubs.ly/H0wT8vQ0
Hey all! I was the featured guest on the Modern Leadership Podcast recently! Check it out at hubs.ly/H0vnBNY0 @jakeacarlson Listen here: hubs.ly/H0vp07-0
Are you in a negotiation for a big-ticket item? Then don't miss my latest article for ValueWalk on anchoring bias! hubs.ly/H0vnwYh0












