Archive for December 2010

New Years Resolution 2011: Pursuing an Enduring Power to Prosper

New Years Resolution 2011: Pursuing an Enduring Power to Prosper
Wow, the last Sunday of 2010 has past and the last week is now upon us.  The first ten years of the new millennium is just about in the books. One of the most favorite places I go to recharge and refresh for the beginning of each week is one of the most underrated, personal... Read more »

Building on a Budget - The Invested Life Season 1 Episode 3

Tom has finally arrived in Santa Fe, New Mexico where he will be performing at the Santa Fe Opera Company. One of my main financial concerns with Tom was him sticking to our budgeting system. With Tom being away from home will he be able to fight his temptations? According to Tom, his dinners with... Read more »

Know Your Financial System - Video Blog 2

Know Your Financial System - Video Blog 2
My mentor once shared with me, “You are only going to get what your system will deliver.” SYSTEM is an acronym that I use with coaching that stands for Save, Your-Self, Time, Energy and Money. Have you ever done something foolish with your money and later regret it? Our own human nature, our emotions, our... Read more »
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Advice on the Road - The Invested Life Season 1 Episode 2

Advice on the Road - The Invested Life Season 1 Episode 2
On episode 2 of The Invested Life, I wanted to set up a meeting with Tom at my favorite restaurant downtown…Sunda!  I had a few concerns that I wanted to touch on. With Tom always being in different parts of the world, Tom is always tempted on going out and explore. This leaves Tom tempted,... Read more »

Obama Extends Tax Cuts Commentary: Tax Significance of a Home-Based Business

Obama Extends Tax Cuts Commentary: Tax Significance of a Home-Based Business
Ok, pay checks don’t shrink on Jan 1, 2011 due to the extension Bush-era federal tax cuts.  Is this a “Read My Lips” campaign promise come true? I wrote in an earlier post how not extending these tax cuts would have an immediate impact on our money and country’s economic recovery.  As Obama states, “What... Read more »

Building On My 2011 Business Plan: Pics from my trip to Dallas and Philly

Do you really want to live an amazing, extraordinary life?  My friend and mortgage planner, Arnel Castillo, once told me, “Do today what others will not, that you may have tomorrow what most cannot!”  A simple first step to getting there, is planning.  You’ve heard the cliche, “people don’t plan to fail, they just fail... Read more »
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The Invested Life Video Blog #1: Talking Money With Family

The Invested Life Video Blog #1: Talking Money With Family
My client Tom Forde talks to me about the conversations he has with his family about money during the first episode of The Invested Life. The question that comes up is, “Is it a good thing to take a look at your parents experiences for your own financial guidance?” Well that depends.  I had a... Read more »