Private Aircraft Considerations
Welcome to this week’s edition of Wisdom and Wealth! You can check out the podcast and YouTube video for this edition below! Thank you for reading, listening, and watching! Our focus is primarily on private wealth management and financial planning, however, we also from time to time invite …
Tax Planning
Welcome to this week’s edition of Wisdom and Wealth! You can check out the podcast and YouTube video for this edition below! Thank you for reading, listening, and watching! In our recent episodes, I’ve focused on your spending and how planning for and projecting your spending over time can …
Global Guardian Newsletter
Welcome to this week’s edition of Wisdom and Wealth! You can check out the podcast and YouTube video for this edition below! Thank you for reading, listening, and watching! I recently had the privilege of having Dale Buckner the CEO of Global Guardian on the podcast for an annual episode on …
Are Your Heirs Prepared?
Hello and welcome to Wisdom and Wealth! You can check out our Wisdom and Wealth Youtube Channel and Podcast as well. Also please be sure to check out our weekend Intangible Balance Sheet Podcast episodes where my guests and I explore what Intangible Wealth they want to pass on to the next g …
Time & Discipline: Friend or Foe?
Welcome to this week’s edition of Wisdom and Wealth! You can check out the podcast and Youtube Video for this edition below! Thank you for reading, listening and watching! This past weekend I read two thoughts from folks I’ve grown to respect which seemed to be in a sort of tension. The fir …
Climbing Your Own Financial Wall
Hello and welcome to another edition of Wisdom and Wealth. Today I want to focus on a few concepts that came back to me during a recent experience with my family. The more I thought about the overarching parallels of the experience, I had to write more. But before we dive in, please check o …
