Are you a tech professional or business owner who makes a lot of money but not sure where it goes each month? Does it seem like no matter what approach you try to tame the financial chaos, nothing seems to work? Then you’re in the right place. Join us each week as Peter Donisanu, Chief Financial Strategist at Franklin Madison Advisors, introduces you to the FI Mastery Journey, a set of tools and resources that he shares with clients to help get their financial house in order in twelve months or less and keep it that way forever.
The end of the year is upon us, and with it comes one last chance to get your financial ducks in a row before it ends up costing you.
You see, while many of us are focused on trimming trees, making last-minute gift purchases, and planning holiday parties, the truth is that all of us likely have that one item on our financial to-do list that we've been meaning to get to all year long.
And while it may seem like no big deal righ...
Today, we're going to talk about the practice of gratitude.
Now, as many of us gather this week to express our thankfulness for everything that's happened in our lives this year, there's no better time than the present to focus on our practice of gratitude.
Now, while thankfulness and gratitude share many commonalities, gratitude is often a deeper and more enduring sentiment.
That's because it's not just a...
At what point is an emergency fund no longer necessary for your financial situation?
Because common sense tells us that everyone needs an emergency saving fund.
Indeed, you've likely heard how crucial it is to have money set aside as your first step in building a solid financial plan.
But the fact is that for some, an emergency fund in the traditional sense tends to make less sense as a household earns more money...
So, you want to give money, but not sure where to start?
Well, I don’t blame you.
Giving is hard because, according to some of the data out there, there are well over one million registered non-profits globally.
Even so, if you're like me, the holidays serve as a reminder about how crucial it is to focus on giving rather than receiving.
So then, with all the choices available to you, who exa...
Lately, it feels like we're staring into an abyss that makes even the most seasoned investors want to get out of the markets.
It feels like there's a lot that's going wrong with the world right now, and many things are quickly coming to a head.
That's because, among many developments, the Middle East has once again become a flashpoint for geopolitical tensions.
Now, conflict in the Middle East is nothin...
What comes to mind when you hear the phrase "leaving a legacy?" Well, when it comes to money, you might think about the ins-and-outs of estate plans, right?
Well, the truth is that that's just one side of the big picture.
You see, too often, many of us get caught up in thinking about WHAT our money can do after we're gone instead of HOW our the one we care about might actually use our wealth.
Indeed, legacy plan...
Being a prudent speculator is like trying to "act natural", or being "clearly confused", or listening to the "deafening silence".
They're all things that typically don't go together.
Even so, it is possible to become a prudent speculator if you approach it the right way.
And why would you want to be a speculative investor?
Certainly, don't we all know that disciplined inv...
What is the biggest career mistake that many high earning individuals make?
They stay in a job far past its expiration date.
And why is moving on from a bad job so hard to do?
Because leaving means change.
And let's face it, few of us like change.
Especially when it means giving up on all the time and effort you've poured into a situation or simply anticipating the uncomfor...
It's that time of the year again, and apple picking and pumpkin patches not only usher in traditional fall routines, they also signal that it's time for an annual review of potential tax losses you can harvest from your investment portfolio.
And you know, just as farmers come together to bring in the fall harvest before winter kicks in, prudent investors should take the time to review their portfolios for opport...
So, you’ve finally made it big in your career, or your startup has finally taken off.
What should you do with your money now?
Well, whatever you do, it's crucial to be mindful of the advice you take.
You see, all you need to do is log in to any social media website, and you're likely to find accounts that claim to have wealth "secrets" available only to the rich and famous.
Benefits Enrollment is just around the corner. Do you have what you need to make critical choices at this vital time of the year?
Now, while benefits elections might seem like a routine administrative task, the decisions you make during this crucial election period could significantly impact your finances for years to come.
But for many of you out there, open enrollment might feel like a maze of features and bene...
What's the one investment that can double, triple, or even ten-x your wealth and keep producing a steady stream of income no matter what life throws your way?
It's human capital.
Indeed, investing in yourself is the single most valuable component of wealth building. And yet, it often doesn't get the attention it deserves.
And, so, what exactly is human capital?
Well, you can thin...
All it takes is just one stock to go to the moon, and that's it, you're set for life, right? Well, if it were only that simple. You see, concentrated investing, or keeping your eggs in one basket, seems to work until it doesn't.
Now, make no mistake, concentrated investing isn't all that bad. In fact, notable investor Warren Buffett is known to have made lots of money decade after decade because he tak...
Evidence suggests that this year's risk asset rally is likely primed for a pullback.
So now, why now?
Why the glum news after the S&P 500 index posted one of its strongest year-to-date gains in a while?
Well, it's essential to remember that most market activity is underpinned by a narrative or a story that influences price swings either higher or lower.
And this year's rall...
If you have people who depend on you, then you need life insurance. That’s all you need to know, right?
Well, if it were only that simple.
That’s because knowing that you need insurance is a first step, then comes the work of figuring out how much you need to cover estate expenses, debts, living expenses, college savings, and future financial goals.
To be sure, buying life insurance can be one of the mos...
Let’s face it, no one likes paying Uncle Sam more than his fair share. But what if there was a way to take advantage of financial planning techniques to not only grow your savings, but also help protect your family and transfer wealth tax-free?
Sounds too good to be true, right?
Well, it’s more possible than you think. And as a highly driven individual, you likely have multiple streams of income to consider, like...
What comes to your mind when you think of the word, “risk?”
Maybe when you hear the word “risk”, you think of the word danger, or the potential for of an undesirable outcome to your health, wealth or time.
Or maybe when you hear the word, “risk”, you think of all the possibilities associated with potential outsized financial gains as you put some of your money on the line for a solid investment.
Asset protection, securely transferring wealth, and keeping your family's finances on track no matter what life throws at you. Who doesn't want that, right? Well, these outcomes were top of mind for Craig, a devoted husband, a father of two, and a tech professional.
Now, having built a successful career and arriving at a solid place in life financially, Craig grew increasingly concerned about his family's fi...
“Are we there yet, are we there yet?” Now, if you’re a parent with young children, then this refrain coming from the backseat of your car is likely commonplace at this time of the year.
Now, as tempting as it is to get frustrated by these questions, especially when you’ve heard them for the umpteenth time, the reality is that the question, “are we there yet?”, as annoying as it may be, is one that we continue to repeat no...
When you hear 'estate planning', what pops into your head?
Massive mansions, complex legal documents, and colossal inheritances, right?
Well, truth be told, estate planning isn't just for the well-heeled. In fact, it's a must-do for anyone and everyone who wants to keep their hard-earned assets safe, distribute their wealth in an organized way, and take care of their loved ones even when they...
"McCartney: A Life in Lyrics" offers listeners the opportunity to sit in on conversations between Paul McCartney and poet Paul Muldoon dissecting the people, experiences, and art that inspired McCartney’s songwriting. These conversations were held during the past several years as the two collaborated on the best selling book, “The Lyrics: 1965 to Present.” Over two seasons and 24 episodes of “McCartney: A Life in Lyrics”, you’ll hear a combination master class, memoir, and improvised journey with one of the most beloved figures in popular music. Each episode focuses on one song from McCartney’s iconic catalog – spanning early Beatles through his solo work. Season 1 premieres on October 4th. “McCartney: A Life in Lyrics” is a co-production between iHeart Media, MPL and Pushkin Industries. Cover Portrait © 1967 Paul McCartney / Photographer: Linda McCartney
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