“A full layout” is a dreaded phrase for those who have been in the military. It involves being given a packing list for some sort of operation, typically dozens of items long, which must be crammed into a rucksack. From that point, a full layout is the forced process of pulling the contents of the rucksack out and laying them …
The life of a gifted opportunist. This week we’re talking to Michael Linsley, the creative artist behind Art Drenched Life, a ceramic architectural art studio with a mission of bringing more beauty into common spaces. Michael has a fascinating history as an immigrant to the United States working as a software programmer, growing a consulting business, and literally hanging up …
It’s an expression you’ve heard before. “Riding out the storm.” Usually it’s quite literal: families staying at home during a hurricane, huddling in the living room around the fire during a blizzard, and so on. But the idiom comes with a much more literal background. In naval excursions, particularly over long distances and upon the ocean, storms can reach peaks …
“When you’re blending law, and lives, and people I don’t think you have a more complex area to exist than family law.” -Anna Bond, JD This week we talk to Anna Bond, the owner of Bond Family Law, a boutique family law firm in Boulder, CO. Anna goes through the hurdles and challenges of learning a field of law without …
Good news! The market is on sale. Why do I view it so optimistically when the average news report makes it sound like the world is ending? Well, a bit of context is required. My first year as a financial planner was an interesting one. Within a year we had Chinese market volatility, the first big drop in the preceding …
Interview with Michael Pharris, CPA. Today we discuss: How a tax return represents the culmination of a year of planning A career in every corner of the accounting world That Tax Planning is not a seasonal exercise but a year-long process How a skilled tax professional more than covers their cost in a combination of planning, tax reduction, and risk …
Welcome! Today’s reading covers how recently someone chose to give up $933,353 over $84,735. Interested? Read on! Recently I set up a Retirement Plan for a medical practice. With over a dozen team members, the practice had utilized a 401(k) plan up to the present day that was structured more like a traditional pension, i.e. where everyone’s money goes into …
Interview with Steven South, founder and CEO of LSE Builders Group. Today we discuss: Building professional skills via experience over education Breaking into a competitive market with high barriers to entry The difficulties and process behind commercial real estate development Advice for dealing with the challenges of growing a business to several million in revenue within a short period of …
Interview with Dr. Chris McGilvray, DM. Today we discuss: Running and operating a brick and mortar business Being a research practitioner How to balance multiple boards, a full-time job, and a full-time business, on top of being a parent Observations and advice for pursuing multiple professional goals simultaneously
What? There are too many letters after my name? I don’t see how my full list of professional degrees and professional designations are an issue! So what if my name is Daniel M. Yerger Masters of Business Administration Certified Financial Planner Chartered Financial Consultant Accredited Investment Fiduciary Certified Divorce Financial Analyst. …Okay you might have a point. But seriously, all …