This article was originally written for an published on Business Insider As a certified financial planner, my goal is to help self-made professionals build wealth that they can enjoy throughout their lives. To do that, we have to make sure their money will last throughout their lifetimes. But we also…

How kids change you can be delightfully surprising. But they’ll change your financial plan, too, in ways that might be challenging if you don’t know how to adjust. Here’s what you need to consider to ensure your finances can keep up. In what is probably news to no one, things…

My wife and I are currently selling the first home that we bought together. We’re also gearing up to buy our next place. …

Our listeners asked — and we answered your financial planning questions on the latest episode of the Beyond Finances podcast. We owe a big thank you to listeners who reached out to share their specific financial questions. We appreciate you sharing with us! Today, we’ll work to provide clarity on…

Everyone wants to reach a level of financial success that allows them to flourish, now and in the future. And I’d argue that’s points to a great starting point if you want to define what wealth actually is: Wealth is having the resources you need to experience want at every…

This final episode of our 3-part series on strategic planning for your finances is all about protecting family wealth. If you’re working hard to build assets, you need to protect that growing net worth. Part of that is making sure you and your family will be financially stable no matter…

What are the fundamentals of money? What are the primary sources of financial success — the actions, the habits, the knowledge, the strategies that take you from where you are today to financial freedom in the future? If you can unlock these foundational pieces of growing wealth, you have what…

This is part II of our series on strategic planning for your finances. Today, we’re covering all things investment management. In this series for the Beyond Finances podcast, we’re talking about strategic planning for your money. Over a number of episodes, we’re asking what it really takes to do financial…

This is part I of our series on strategic planning for your finances, and how the right financial planning process can help you gain clarity, get organized, and grow your wealth. In this episode of the Beyond Finances podcast, we’re talking about strategic planning for your money. We’ll dig into what a formalized financial planning process actually looks like, and take you through the inner workings of the framework and systems we use at Beyond Your Hammock to help people use…