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Blog
Increase Your Activity to Improve Your Life
If you’re feeling like your exercise habits might be slipping into hibernation, try one of these three simple ideas to keep moving…
Legacy Planning with Intent
Legacy planning is often the last piece folks tackle in their financial planning because it’s the least appealing to think about.
Better Goals, Better Results
We tend to overestimate what we can accomplish in the short-term and underestimate what we can accomplish in the long-term.
Advice For Life
The Race Car Optimization Fallacy
In my business, I am constantly approached by investment companies that want me to …
The Matrix
One of the seminal moments in the movie, THE MATRIX, is the scene where NEO leaves his computer generated reality and awakens within his pod…
Should We Reconsider What Retirement Means?
An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69…
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.