Do you worry about missing opportunities to protect and maximize your 401(k)? If so, you’re not alone. You’re like many of the successful clients we serve who just don’t have the time, the energy, the tools, or the expertise to customize, monitor, and execute their 401(k) strategy. If you’d rather watch the video version of […]
Category Archives: Money Marathon
Money Marathon, Taxes
Money Marathon Risk #3: You Could Go Off Course With Your Tax Minimization Strategy
02
May
May
We’re in a fun money marathon series using some running stories and analogies to teach and explore how investors could get more potential mileage from their hard-earned money. We’re walking through seven risks of running your wealth marathon without any support. If you would like to watch the video version of this post, please click […]
Financial Planning, Money Marathon
Money Marathon Risk #2: Letting Financial Worry Hold You Back from Running Your Best Race and Living Your Best Life
10
Apr
Apr
We are in a series exploring seven potential risks of running a money marathon alone without any support. We will also discuss some strategies that could help mitigate those risks so that you can feel more confident and secure in your future and free to enjoy the wealth you have created. To watch the video […]
15
Mar
Mar
Welcome back to our Money Marathon series, where we’re having some fun using running analogies and stories to explore how you could potentially get more mileage out of your hard-earned money. Today, I’m sharing the first of seven risks of running your wealth marathon alone without any support. Each video will walk you through one […]
07
Mar
Mar
You probably know what a marathon is. It’s a 26.2-mile foot race, and there are 26.2 checkpoints that runners cross before hitting that grueling finish line. A money marathon is very similar to a marathon; it’s a long event. In fact, it goes over the course of your entire life. And the goal of your […]
Financial Planning, Money Marathon
What Happens When You Run a Marathon with No Training, and How That Relates to Your Financial Life
16
Nov
Nov
As usual for this series, we are discussing some running stories and analogies that can help you explore how to get more mileage out of your money. Here’s what we’ve covered so far: Strategy #1: Know your why. Strategy #2: Why you need a contingency plan. Strategy #3: What to do when your plan hits the fan. Strategy […]
Financial Planning, Money Marathon
Why I Think This Painful Wealth Management Exercise is Also One of the Most Beneficial You Can Do
06
Nov
Nov
In our Money Marathon series, I’m using some running stories and analogies to teach investors how to get more potential mileage out of their money. We’ve covered six strategies so far: Strategy #1: Know your why. Strategy #2: Why you need a contingency plan. Strategy #3: What to do when your plan hits the fan. Strategy #4: Should you […]
Financial Planning, Money Marathon
Three Questions That Could Help You Get More Mileage Out of Your Marathon Training & Your Money
25
Oct
Oct
We are in a blog series discussing how strategies for running marathons could help you maximize your wealth in a meaningful way. If you’re just joining us in this series, So far, we have covered: Strategy #1: Know your why. Strategy #2: Why you need a contingency plan. Strategy #3: What to do when your […]
16
Oct
Oct
We are in a blog series discussing how strategies for running marathons could help you maximize your wealth in a meaningful way. If you’re just joining us in this series, So far, we have covered: Strategy #1: Know your why.Strategy #2: Why you need a contingency plan.Strategy #3: What to do when your plan hits […]
28
Sep
Sep
We are in a blog series discussing how strategies for running marathons could help you maximize your wealth in a meaningful way. So far, we have covered: Strategy #1: Know your why.Strategy #2: Why you need a contingency plan.Strategy #3: What to do when your plan hits the fan. In today’s money marathon post, we […]
- 1
- 2