Posts in Start Here
Money Makeover Part 1: Mindset

Do you ever feel like you’re stuck in a financial rut? You’re not alone. According to a new analysis by The Ascent, a division of The Motley Fool, almost half of Americans want to be financially prepared for the future but 97% aren't making time to do so.

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Money Makeover Part 2: Origin

Are you or one of your kids a fan of superheroes? My youngest son loves Spiderman the most. Every superhero has an origin story, sharing how they gained their powers and decided to fight crime.

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Money Makeover Part 3: Needs

It is within the physiological needs that “wants” actually emerge. You need a roof over your head, but you want a spacious house with top-of-the line appliances, renovated bathrooms, and a finished basement. Even if that house is within your financial reach, you must recognize that it is a want, not a need.

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Money Makeover Part 4: Experiences

Dr. Elizabeth Dunn, an associate professor of psychology and co-author of Happy Money, studies the relationship between money and happiness. She finds that happiness levels remain steady once annual household income reaches $75,000 or more. Her research further indicates that you are better off spending money on experiences rather than material items.

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Money Makeover Part 5: Yes

You are in the driver’s seat. 

You get to decide which attitudes and beliefs about money stay, and which ones go. 

Your daily habits strongly influence goal achievement or failure.

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5 Steps To Build Wealth Without Comprising Your Values

I’ve been pretty clear over the last year that my focus is helping parents build wealth in alignment with personal and spiritual values, but that is still pretty abstract.  This article explains how to actually build wealth without compromising your values.

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What's Your Legacy?

When your time on earth is done, what do you want to be remembered for?  

This is a big question. And yet, it’s the reason why we’re here … Living. Breathing. Growing. Helping. Changing. Transforming.  

Our work is not done.  By work, I don’t mean your day job.  I’m referring to your higher-level purpose: How are you positively leading, influencing, or helping others?

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Values as a Foundation for Success

According to Pope Francis in 2015, “the family is the fundamental locus of the covenant between the Church and God’s creation.” As parents, it’s our responsibility to model Christian living for others. Collectively, we can solve some of the world’s biggest problems but must start within our own families.   

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