9/15/25: With potential big changes on the horizon, I'm looking for a gut check on where we are and if/where we could/should go next.

9/14/25: I recently joined ⁠Managing Your Practice⁠, a podcast from Dimensional Fund Advisors dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience.

In this episode, we talked about navigating major life and career transitions, both for yourself and your clients. From burnout to reinvention, we also discussed practical insights on how great advisors can lead with empathy and help clients make confident, meaningful changes.

9/13/25: I recently joined ⁠Managing Your Practice⁠, a podcast from Dimensional Fund Advisors dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience.

In this episode, we talked about navigating major life and career transitions, both for yourself and your clients. From burnout to reinvention, we also discussed practical insights on how great advisors can lead with empathy and help clients make confident, meaningful changes.

9/12/25: I belatedly looked at my quarterly statements and saw that my quarterly advisement fees are in excess of $13k. Is the fee worth what I'm getting in return?

9/11/25: I just turned 39, and I know it sounds crazy, but I'm feeling burned out and want to know if I can take a break from work.

9/10/11: I am in the Roth camp for sure, but is there ever a reason to choose a brokerage account over a pre-tax 401(k)?

9/9/25: Given the crazy housing market, will I ever be able to afford a piece of real estate?

9/8/25: My calculations tell me we're okay, but now I'm wondering if we can retire even earlier than originally planned?

9/7/25: With pensions part of the equation, am I taking on too much risk within my retirement account?

9/6/25: As the economic uncertainty continues, I joined CBS Mornings with financial moves to make if you've recently lost your job.

9/5/25: I hate feeling stupid and don't want to be the dope that is too lazy to take an interest in how my money is managed. What's our next step?

9/4/25: What's the best way to manage four different annuities, plus Social Security, during my retirement years?

9/3/25: The calculators tell me I'm okay for retirement, are they correct?

9/2/25: With Roth conversions permitted within my workplace retirement plan, what's the best way to handle the taxes?

9/1/25: With two pension choices to choose from, which one makes the most sense given our situation?

8/31/25: With two new jobs, and quite a few goals on the table, are we on track to make any of it happen?

8/30/25: We're in our 30s and wondering if we're on track to meet our financial goals or if there's more that we should be doing?

8/29/25: As we approach retirement age, are the finances where they should be at this stage of our lives?

8/28/25: Is it a good move to ditch my target date fund and instead invest a bit more aggressively?

8/27/25: How much extra money can we afford to spend on "fun" things, such as travel and hobbies?