Philanthropy & Giving Back

The Ultimate Status Symbol & Making a Difference in the World

In my latest YouTube video and podcast episode I talk about the ultimate status symbol and making a real difference in the world. That may sound like two completely different topics, but it’s actually one topic and I’m going to show you how to do both at the same time! Here’s what I cover: Each…

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How to Donate Effectively

As we come upon the holiday season and the New Year, it’s a time to reflect on your life. You may be thinking – what difference can I make in the world? As a financial planner I talk a lot about money, however, it’s not really about the money itself, but what it does for…

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