Blogs and Casts
Blogs
Making Money Meaningful: How To Give, Spend, Save & Invest In Uncertain Times
Let’s be honest—life feels financially uncertain right now. Prices are high, interest rates are elevated, and the headlines can leave[...]
Navigating Turbulent Times: Mindful Financial Decisions For A Resilient Future
As we navigate the complex landscape of modern finance, it's clear that the traditional rules no longer apply. The intersection[...]
Pillow Menu? A Reality And Perspective Check
I have a friend who is an Assistant Manager at a high-end hotel in the Aspen area. Recently, she received[...]
Transform Your RMD Into A Legacy: A 2025 Guide To Tax-Savvy Charitable Giving
As we embark on a new year, it's time to take a fresh look at your financial strategies, particularly when[...]
Tip Or Tribute? Gratuity Or Gratitude? How Cultures Vary & Why It Matters
My daughter and I recently visited Vietnam. I looked in to customs on tipping as it is so deeply ingrained[...]
Casts
#FA Success Ep 385: Unblocking Clients That Won’t Implement With A Journey Of Financial Health, With Danielle Howard
My guest on today's podcast is Danielle Howard. Danielle is the founder of Wealth By Design, a hybrid advisory firm[...]
Turning Tragedy Into Opportunity
“So that kind of led me to going, ‘wow, I'm in this business, but there's got to be something more[...]
Episode 42 — How To See Beyond The Tip Of The Iceberg In Your Fall Season
What do icebergs have in common with your financial life? In this episode, Danielle Howard discusses how your financial life[...]
Episode 41 — The Decade Game® — With Carolyn Buck Luce
Creating a life by design, not by default, will help you to create your best decade. In this episode, Danielle[...]
Episode 40 — Preparing Your Finances for a Great 2020
As we now sit late into the fourth quarter, are you ready for 2020? Are there things you can do[...]