Several years ago, during a lunch meeting with colleagues from a nonprofit professional group, one of my table mates shared that her organization had always wanted to “do thought leadership,” but continually shied away because they were stuck on identifying the right framework. She expressed that her organization was uncertain about what thought leadership tactics made the most sense for
When Empowerment Creates a Power-Hungry Monster
How good intentions can turn into unchecked authority – and what leaders can do before autonomy becomes entitlement.
The Promise – and the Risk – of Empowerment
Empowerment is one of the most celebrated ideas in modern leadership. Done well, it builds ownership, speeds up decisions, strengthens engagement, and invites people to bring their best judgment to the work. It
Lower Your Taxes in Your Highest-Income Business Years
What if the very years that finally reward your hardest work are also the years that hand you your biggest tax bill?
The last few years before you step back from the business are often your highest-income years. They’re also the years with the most exposure to taxes, and one of the best chances you’ll have to build retirement savings.
The last few years before you step back from the business are often your highest-income years. They’re also the years with the most exposure to taxes, and one of the best chances you’ll have to build retirement savings.
What 5 Retirees Wish They’d Known Before They Retired
When I set out to interview retirees for this article, I expected the story to be about money.
That’s the assumption most people carry into retirement conversations. Did you save enough? Is your withdrawal strategy right? What does Social Security look like? Those are important questions, and every one of the people I sat down with had done the work
That’s the assumption most people carry into retirement conversations. Did you save enough? Is your withdrawal strategy right? What does Social Security look like? Those are important questions, and every one of the people I sat down with had done the work
5 Ways to Prepare for a Networking Event
“If you work hard in training, the fight is easy.” – Manny Pacquiao
Manny Pacquiao is one of the most accomplished boxers in history. His career is especially remarkable because he moved through an enormous range of weight classes while continuing to win at the championship level. Some of his biggest accomplishments include being the only eight-division world boxing champion
What to Do When Business Is Slow: Start With Delegation, Not Marketing
When business is slow, most owners immediately look for ways to generate more leads. That instinct is understandable — but it often addresses the wrong problem.
Before investing more time and money into marketing, consider this: many businesses aren’t struggling because they lack opportunities. They’re struggling because the owner is carrying too much of the workload themselves. A slow season
Survey | The Human Side of Retirement
I’m working on a research project exploring what women financial advisors really think and feel about retirement; not the financial plan, but the emotional and identity side nobody talks about. I’ve developed two short surveys: one for women advisors 55+ who are approaching or contemplating retirement, and one for women advisors who’ve already retired and are willing to reflect on
100 CLASSES IN THE BOOK!
Like a crook on a hook!
I was honored, and surprised, that after my fitness bootcamp at F45 this weekend, I was recognized for completing 100 classes. Photo op, signage, the whole shebang.
No easy feat for an old man like me. Like Rocky, I’m old and brittle. Be that as it may, in each class I push, sweat, and
Beyond VA: Specialty Support for Growing Businesses
Beyond VA: Specialty Support for Growing Businesses
In the early stages of a business, “help” is usually synonymous with a second set of hands. You need someone to answer the emails, wrangle the calendar, and keep the daily administrative engine running so you can focus on your clients. Traditional virtual assistant support is, and always will be, the foundational lifeline
In the early stages of a business, “help” is usually synonymous with a second set of hands. You need someone to answer the emails, wrangle the calendar, and keep the daily administrative engine running so you can focus on your clients. Traditional virtual assistant support is, and always will be, the foundational lifeline
#29: How Elon Borrowed $44B to Purchase Twitter And Will Likely Never Have to Pay the Loan Back Until Death
So I’ve been talking a lot about tax-aware investing, using leverage deductions to offset capital gains, and in general how the wealthy accrue wealth using the tax code that most people either don’t have access to (you have to have wealth to actually borrow against first) or simply don’t know about or haven’t actually taken the time to