Aug 25, 2021
Anyone can throw money at an investment. I’m way more fascinated by someone with skin in the game actually building a business.
Especially when they lead with transparency around “how I built this.”
In this podcast episode, I share with you why it's better to invest in yourself than throwing money at an...
Aug 23, 2021
Aug 18, 2021
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When it comes to the technical side of financial planning, there are three metrics I consistently come back to for determining the health of someone's finances.
Each metric is important depending on where you are in your financial journey.
In this episode, I share my thoughts on the...
Aug 16, 2021
Have a game plan for managing concentration risk post IPO.
If you're waiting to see what happens with your company's share price, you're leaving yourself open to emotional "in-the-moment" decision making.
By having a game plan ahead of time, you can act quickly when it makes sense to carve out your path to financial...
Aug 11, 2021
It doesn't matter who it is; it's hard to provide specific advice if someone doesn't know everything about your personal situation.
While there is...