Join Misty Lynch as she delves into the intricate world of financial planning for small business owners. Discover how she navigates the highs and lows of entrepreneurship, bringing a blend of personal insight and professional expertise. This post offers a glimpse into the emotional journey of financial planning, emphasizing the importance of managing feast-or-famine cycles and finding joy in the holiday season, regardless of financial status.

Discover how Lei Deng, a skilled financial planner, masterfully guides a young, interracial couple through the complexities of financial organization and planning. With empathy and expertise, Lei transforms their financial chaos into clarity, helping them align their finances with deeply held values and goals. This inspiring story illustrates the transformative power of understanding and compassionate financial guidance, tailored to the unique needs of children of immigrants and service business owners.

Discover how financial planner Larry Sprung's decade-long guidance helped a couple navigate through life's unexpected turns, emphasizing the importance of early and robust financial planning. Learn from their journey and explore the steps to secure your financial future.

Discover the power of empathetic financial planning with Karen Coyne in Day 5 of our '12 Days of Giving' series. Karen's unique approach goes beyond numbers, focusing on life's complexities and emotional aspects of money management. Learn how reflection, goal setting, and the right advisor relationship can transform your financial journey.

Join us for Day 4 of the '12 Days of Giving' series, where we dive deep with Dominique Henderson into the transformative journey from a traditional W-2 job to personal freedom. Discover the emotional and financial aspects of embracing your true passion and redefining wealth beyond numbers. A story of self-discovery, it's not just about financial planning—it's about finding life satisfaction and emotional fulfillment.

Day 3 of our '12 Days of Giving' series brings a vital conversation with Cody Garrett, CFP® from Measure Twice Financial. We delve into the invaluable contribution of non-working spouses, highlighting the unspoken wealth found in relationships and the need for appreciation beyond financial metrics. Discover the transformative power of affirmation in our families and the true definition of wealth beyond just finances.

Day 2 of our '12 Days of Giving' series features Ashley Quamme, a financial therapist who masterfully blends money management with emotional intelligence. Dive into an inspiring story that highlights the unexpected challenges couples face in their financial and emotional journeys. Discover how resilience, adaptability, and expert guidance can transform life's trials into triumphs.

Welcome to our “12 Days of Giving” series - an unfiltered journey into real-life stories that intertwine finance, emotions and life’s ups and downs. This holiday season, join us as we dive into narratives of triumph, tragedy, and the raw truth about money and mindset. It’s not just about figures and finance; it’s about human experience. Each episode offers a reflection of our own lives, urging us to think, engage, and perhaps find a part of ourselves in these stories. Let’s embrace this journey together, learning from each other’s experiences and building a support system for life’s financial voyage.

Teaching kids about money is a powerful investment in their future. As a parent, you play a pivotal role in shaping their financial attitudes and behaviors

Explore the path to achieving true wealth through a holistic approach that goes beyond finances. Discover the importance of happiness, giving back, leaving a legacy, and living authentically for a fulfilling life.

Dive into the essentials of financial planning with our latest blog post, where we tackle your most pressing financial questions. From the basics of starting without assets to personalized investment strategies, we provide straightforward, expert advice tailored to your financial journey.

Discover the inspiring journey of Stoy Hall, the visionary behind Black Mammoth. From his early days to becoming a financial guru, Hall's story is a powerful testament to resilience, humanity, and the pursuit of real wealth.

Explore the transformative approach to redefining our relationship with money, focusing on the importance of experiences, community, and mental well-being over material wealth. Learn how to prioritize what truly matters in life through effective financial management with Black Mammoth's insights.

If you could spend your days doing whatever you wanted, what would you do? Learn about the benefits of financial freedom and plan your next money move.

What do you need to know about alternative investment solutions? Learn more about how the ultra-wealthy invest – and how you can do it too!

Do you know how to calculate risk adjustment returns? Learn the three most common calculations and why they matter here.

How can you create a wealth mindset, even if you aren’t ultra-wealthy? Follow these five strategies to get started today!

How can you get where you want to go financially? Goals-based financial planning may be the solution you need. Learn what it is and how to start here!