Break the rules–Occasionally
I’m not much of a lawbreaker. But one Halloween some of my teenage buddies and I were having a great time throwing water balloons at trick or treaters. It was …
April 2021
What Keeps you awake at night?
As a banker, I am trained to think about the world in terms of risk. But sometimes meaningful discussion gets hidden behind all the charts, jargon and PowerPoint slides. I’ve …
Retirement DAshboard Part II
I’ve been enjoying a Western Philosophy course the last couple of weeks. It started with that fascinating scene in Plato’s Allegory of the Cave. You might remember it. There are …
Set Your Financial Redlines
I learned the power of a flashing red light one night when I was flying home. My company had chartered a small prop plane for several executives and me. With …
The retirement Secret Sauce
Let me say something radical about how to have a successful retirement. I’ve read a lot of retirement books touting the “keys to a successful retirement.” Some have great ideas. …