Deliberate Money Moves
After 25 years in the corporate world, managing money for some of the country's largest foundations, endowments, and corporations, I was ready for a change. In my experience, family financial challenges always seemed to be an afterthought for Wall Street. I wanted to end the destructive risks taken as a result of false and misleading statements that come out of the financial world — instead offering a path for individuals and families to obtain a balance between financial aspirations, resources, and accepted risks. If done right, financial planning should help you use your resources to meet your life goals. But for your plan to support those goals, no matter what season of life you're in, you need to study the big picture. What financial situation or environment is challenging you right now? If you don't quite have the answer or don't want to say it out loud just yet, that's okay. I do, however, urge you to start at episode one and hit play. Together we will navigate and translate your financial state so you can take purposeful action with your money based on your specific needs. We will uncover your true values and motivations to develop clear goals that will ultimately help you move forward, and guide you, eliminating any unnecessary anxiety. It's time to find a quiet spot, take a deep breath, grab a pen and a piece of paper, and join me your, thinking partner. Because together, we will point you in a direction to live your best financial life and make Deliberate Money Moves.
Episodes
Join me in this episode of Deliberate Money Moves where we discuss what it means to have a successful stock portfolio, what is required to make your portfolio excel and how to stay on track. It's time to stop sabotaging gains and earn a positive return!
Previously Published Jan 29, 2020
When it comes to assessing and changing your financial life, what's holding you back? Is it finally weeding things out and making the change? Is it the inertia or that you find yourself falling back into old habits?
Join me in this episode of Deliberate Money Moves where we discuss what habits to break and how to commit to the change so you can spend less time and find more value in your finances!
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The phrase in the title of this post is said to have been first used in the novel "Don Quixote," and is written as follows, "It is the part of a wise man to keep himself today for tomorrow, and not venture all his eggs in one basket."
The message, of course, is that it can be quite risky to keep all your valuables in one place. Join me in this episode of Deliberate Money Moves where we discuss the best way to build an Investment Po...
Higher risk must be accompanied by higher potential rewards. To get that, we have to accept more volatility and that's what the stock market provides. Join me in this episode of Deliberate Money Moves where we discuss that even a well-diversified portfolio will move up and down with the markets and learn how to structure a portfolio so we can live within the good times and the bad!
Pr...
Any successful long-term investment strategy requires faith in the future.
Join me in this episode of Deliberate Money Moves where we walk through "what" we should have faith in and why. We also discuss the recurring argument that "this time it's different." As a Danville Financial Advisor, I wrap up with the good news that once we have faith in the future, investing gets a lot easier!
Are you confused by all the terms my industry throws around? Frankly, I am too. And you want to know why? It's because we professionals use these terms differently – we mean different things.
Join me in this episode of Deliberate Money Moves where I describe my Financial Planning process using everyday language so you can understand and maybe apply something you l...
Ever wonder what the most common mistakes are that investors make (and how to avoid them)? Here's a hint: they have nothing to do with specific strategies and everything to do with our humanity.
Join me on this episode of Deliberate Money Moves as we explore 7 mistakes that all investors struggle with. But don't fret, there is a simple (but not eas...
Ever wonder why your fund manager can't beat the markets? There's a simple reason and the answer may entirely change the way you think about your investment strategy.
Join me on this episode of Deliberate Money Moves as we explore a better way to create and manage your investment portfolio.
Ever wonder if you own too much company stock? If you've ever had that thought, then you probably do own too much!
Join me in this episode of Deliberate Money Moves as we explore how this happens, why it matters, and what to do about it.
You just created a pile of cash. What should you do with it?
When you face this situation – and I hope it's often – consider creating a Cash Structure that will make sure you have enough money in your savings while maximizing your investments at the same time.
Join me in this episode of Deliberate Money Moves as we explore how to create your Cash Structure and what it means to give every dollar a job!
Ever wonder what the best way is to manage your RSUs? With all the tax information and stock price movements, it can be difficult to create a plan that makes sense so that these funds
support your life.
Join me in this episode of Deliberate Money Moves where we explore a tax-smart way to transition your hard-earned RSU money into the rest of your Financial Life.
Do you know the price tag of your lifestyle?
Are you thinking about your spending, but not really looking at it?
Join me in this episode of Deliberate Money Moves as we explore how to get joy from your spending by making better value decisions once you know where your money goes.
Previously published on Jan 16, 2021
Is your money working for you? I mean ALL of your money?
Even if it just sits in savings so you don't have to worry about upcoming expenses, it's doing good work for you!
Join me in this episode of Deliberate Money Moves as we explore the importance of giving a job to every dollar you have.
Do you have extra cash but don't know what to do with it? If so, your cash is not really working for you.
Join me in this episode of Deliberate Money Moves as we explore what's right for that cash considering your specific circumstances.
Previously Published on Feb 8, 2021
Successful investing begins with understand what should be invested and what should not.
Join me in this episode of Deliberate Money Moves as we explore how to build your Savings Target, allowing you to invest the rest of your funds in your Long Term Portfolio.
Previously Published on Feb 22, 2021
If you ever want to spend any time without income in your life – whether it's retirement, a sabbatical, or whatever – then you must earn more than you spend.
Join me in this episode of Deliberate Money Moves where we explore cash placement, calculating your Savings Target and building wealth.
If you are in a health plan that qualifies as a cheaper plan with a high annual deductible, you can open an HSA along with it.
Join me in this episode of Deliberate Money Moves where we discuss the 5 rules to know and talk strategy.
There are only four things you can do with your money: pay taxes, sp...
I've seen many people lose money in cash investments and it always happens the same way.
Join me in this episode of Deliberate Money Moves where we explore the importance of liquidity, evaluate the risk of loss and the allure of yield.
Planning for your financial future includes the financial security o...
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