


The Most Valuable Financial Tool You’ll Ever Need is This…
Next week, I’m hopping on a plane for a speaking engagement. The audience? Financial professionals eager to use behavioral finance to build deeper client relationships—and, of course, drive greater financial success for their businesses. In other words: I am...
Want to Join the Alpha Launch? 🎉
I grew up with one primary approach to goal setting: SMART Goals—Specific, Measurable, Achievable, Relevant, and Time-bound. You know, the kind where you’d write down something like: “Save $10,000 in 12 months.” Makes sense. To a degree. Then, once I...
Astrology in Money? I Was Skeptical Too—Until This Happened
When it comes to astrology, I admit—I’m both curious and skeptical. I grew up in an era when the newspaper landed on our porch each morning, thanks to the paperboy (yes, always a boy). As a child, I flipped straight to the comics. But by the time I was a pre-teen and...