- Tips & Tools
- Can I Retire Yet? Answer Question with One Simple Wealth Formula
- Are Employee Benefits Actually Worth as Much Money as You Think?
- 3 Reasons Pay Cuts for Remote Workers Are Absolutely Unconscionable
- Debt Isn't Bad (or Good), Painful Truth Is You Don't Know How to Use It Right
- How Refis and High Inflation Turned 3 Mortgages into Assets that Actually Make Money
- Thoughtful Ways to Rate Every Money Action Good to Best, Bad to Worst
- Why Your First Year Investing Is the Most Important of Your Lifetime
- 5 Super Simple Ways that Help Avoid Burning Out When You're Your Own Boss
- Practical Math Reveals Why Getting Rich Is Hard but Gets Way Easier over Time
- How Does Net Worth Actually Develop over a Lifetime?
- How Much Money Makes You Wealthy, Wealthier, or Wealthiest?
- 7 Easily Avoided Mistakes that Make Approving Your Mortgage Hard
- Is Your Salary Spectacular, Ok, or Needs a Little Help Compared to State Data?
- Why Social Security Timing Isn't About Maximizing Lifetime Benefits
- Can I Safely Retire at 60 Years Old with a $500k Portfolio?
- Is Using Past Results to Pick Your Investments Really Crazy or Actually Smart?
- Prices Keep Soaring; Which Ones Really Hurt You Most?
- High Inflation Is Here Now; How Badly Will It Hurt Your Wallet?
- 3 Simple Business Mistakes All Practice Owners Need to Avoid to See Success
- How to Actually Use the $1000-a-Month Retirement Savings Rule
- What the Simple $1000-a-Month Retirement Savings Rule Really Means Now
- Liquid Net Worth – Easy Definition, Why You Should Care, and a Quick Calculation
- To Reach Financial Independence Some Day, Conquer the Wealth Effect
- 7 Revealing Questions to Know You Found a Solid Used Car
- A Dollar Saved Is a Dollar Earned – Why It's Wrong and What Time Has to Do With It
- Do these Little Investing Mistakes Cost You Money each Time?
- 7 Distractions You Look at that Make Investing Success Harder
- 7 Practical Ways to Reach Your Financial Independence Faster
- What Retirement Can You Actually Afford with $500k, $1 Million, or $2 Million in Assets
- 5 Annoying Ways Your Job Costs You Lots of Money
- Can Credit Cards Actually Help You Get Debt Free Faster?
- Private Practice Cheat Sheet: How to Plan Your Time for Growth and Success
- Is Contrarian Money Advice Really Good for Your Financial Health?
- Here Is How to Save Money on Your Business Checking Account Fees
- Can Buying Your Next Car New Actually Save You Money?
- Should I (Continue to) Take Insurance?
- Affected by COVID-19? Keep Your Small Business Going with These Growth Strategies
- How What You Know Can Hurt Your Finances
- Do You Really Need a Massive Emergency Fund After All?
- 3 Overlooked Secrets You Need to Know to Help Win a Bidding War
- 3 Things You Need to Do to Conquer the New Normal
- 5 Effective Ways to Make Your Kid's College Costs Affordable
- How to Ace Your Holiday Shopping in 10 Simple Steps
- How to Overcome the 7 Scariest Risks to Your Retirement
- No Myth – You Absolutely Can Create Passive Income
- How to Improve Your Financial Decisions Using Net Worth
- How to Avoid Credit Card Debt in 3 Simple Methodical Steps
- 4 Reasons to not Charge More (and How to Change Things)
- How to Get Your Grocer to Send You on Vacation
- How to Give Your Kid a Great Head-Start with Small Gifts
- How to Avoid Poverty in Retirement
- This Is Why You Really Need to Avoid Elizabeth Warren’s Budget Method
- How to Reach Financial Independence Even if You Do not Earn 6 Figures
- If You’re Ready to Expand – Here’s Your Detailed 28-Step Checklist Before You Hire Associates
- Should You (Plan to) Retire Early and If So, What Do You Need to Plan?
- How to Prioritize Your Money When You Don’t Have Enough
- The 4 Pillars of Healthy-Couple Money and How You Can Build Them
- Your Optimal Path to Being Able to Retire Comfortably
- Pay Off Your Mortgage ASAP, but then Again, Maybe Not?
- The Long-Term Impact of COVID-19 on Your Practice
- Why Retiring Can Be Dangerous (Plan for This Instead)
- What Do You Know About Credit Cards? I Guarantee You Don’t Know at Least Some of These…
- Refinancing? Use This Insider Trick to Quickly Boost Your Credit Score
- 7 Simple Things I Do to Make Money Off My Credit Cards (that You Can Do Too)
- Go Ahead and Buy It, It’s OK
- Low Inflation Helps Your (Taxable) Portfolio
- Uncomfortable Charging Sustainable Session Fees? Shift Your Paradigm!
- Use a 529 Plan to Save for College (and Save Thousands of Dollars)
- How Your Opportunity Costs Shrink Over Time
- Your Crucial Money Moves for the Next Few Months
- 3 Simple Reasons You Should Grow Your Practice (and 15 Reasons Why You May Prefer to Not)
- Make the Most of Your Employer’s 401(k) Match
- What Are Your Job and Time Really Worth?
- How to Maximize Social Security Benefits for Your Spouse
- When Interest-Free Offers Aren’t
- Managing Your Money in a Crisis
- Your First Step Toward Retirement - a Step-by-Step Guide to a Plausible Budget
- If You’re Scared to Invest in Stocks, You’re Scared of the Wrong Thing
- 15 Coronavirus Pandemic Silver Linings to Brighten Your Day
- Here’s How You’re Taxed on Money You Don’t Earn (and What to Do About It)
- Survive the Bear Market without Losing Your Mind or Your Shirt
- 18 Sensible (Financial) Coronavirus Response Ideas for Your Practice
- Here Are 3 Ways Investing in Mutual Funds Can Cost You a Lot
- The Legal Theft Called Private Mortgage Insurance (and How to Avoid It)
- Group Practice 101 (for Associates Too)
- 7 Budgeting Mistakes You May Be Making and What to Do Differently
- Use a Roth IRA to Counter the Costs of the SECURE Act
- How the SECURE Act Hurts Your Retirement Planning and What You Can Do About It…
- If You’re Renting Your Home You Need to See This
- Save Money on a New Car in 4 Simple Steps - A Definitive Guide
- How a Side Hustle Lets You Reach Financial Independence Faster
- IRS Updates Affect Your 20% QBI Deduction
- Why Buying a New Car Makes More Sense than Buying Used
- Here’s How to Shock-Proof Your Retirement Plan (Once You Have One…)
- Over a Trillion Dollars! The Costs You Pay for High Credit Card Debt
- How to Safeguard Your Retirement Plan from the 7 Biggest Risks - Abridged Version
- You May Need a Lot More (or Less) than you Thought to Retire
- Associates – You’re Asking the Wrong Question
- Here Are the States Whose Residents Are Really Best at Managing Their Money
- How Soon Can You Reach Your Personal FIRE Point?
- Why a Roth IRA Is Almost Certainly Better for You than a Traditional IRA (and When It Isn't)
- Here's What You Need to Know About Business Credit Cards
- 3 Things You Need to Know About Advice from Financial Gurus (that They Won’t Tell You)
- When Is enough (money) enough? A simple step-by-step guide
- Easily figure out your average expenses (and a plausible budget)
- Three simple secrets to financial success (that don’t involve budgeting and forgoing a daily latte)
- A Simple Free Way to Reach More Clients
- Achieve Financial Freedom by Asking Yourself This Before Buying Anything Significant
- Should You Buy or Rent a Home
- Make a Massive Difference in Your Life Through 1% Changes
- How To Optimize Your Business In Light Of Your Tax Situation | Podcast
- Is your Practice Model Setting You Up for a $300,000 fine? Ours was
- Embrace Your Humanness – A Practical Guide to Having More
- Do You Know How to Speak to Your Ideal Client?
- Second Tip to Get More Clients from Your Website – Add Relevant, Fresh, and Valuable Content
- Working with a Coach – Why Do It and What It’s Like
- A Year In: 9 CPA Tips on How the New Tax Law Can Save You Money
- First Tip to Get More Clients from Your Website – Show Up
- How Solving 3 Problems in Your Practice Can Make Your Life Easier
- 5 Numbers Critical to Your Private Practice Success
- 10 Tips to Get More Clients from Your Website
- To Slide or Not to Slide?
- Financial and Other Business Routines Can Save Your Practice
- I Have Good News and Bad News for You
- Best Way to Pay Yourself from Your Practice
- Reframe Your Procrastination to Power Breakthroughs in Your Practice
- Categorizing Your Business Expenses Wrong Can Cost You
- Rental Space Checklist - What your Private Practice Needs
- Are You Setting a Trap for Yourself?
- Are You a “Walmart Therapist?”
- 5 Secrets You Can Use to Achieve Long-Term Success - Part 2
- 5 Secrets You Can Use to Achieve Long-Term Success - Part 1
- 7 Crucial Considerations When Renting Out Space to Others
- The Surprising Reason Why Charging Higher Fees Helps Your Clients as much as It Does Your Wallet
- Are You Leaving Money on the Table?
- The Simple Mistake that's Costing You Thousands of Dollars Each Year
- Are You Getting the Same Benefits as Employee Associates at Other Group Practices?
- Transitioning Your Group Practice from Independent Contractors to Employees
- Associates in a Group Practice – Independent Contractor vs. Employee
- Choosing the Right Group Practice Model – Independent Contractors vs. Employees
- How Does Your State’s Median Income Stack Up (and Why It Matters)?
- 3 Things to Remember that will Help Reframe the Sliding Scale Discussion
- 3 Things to Remember if You Struggle with Raising Your Fees
- Lessons from My Accidental Journey into Entrepreneurship
- What Does the new Tax Law Mean for Your Therapy Practice
- How to Make Your Kid a Tax-Free Millionaire
- Holidays Checklist for Your Practice
- Avoid Tax-Time Sticker Shock
- Plug the Money Leaks in Your Practice
- Figure Out Your Perfect Office Space Solution in under 5 Minutes
- The Best Way to Pay Off all Your Debt
- Financial Myths that Can Hurt Your Practice – Expensive CEUs
- 11 more Ways to Make Your Solo Practice more Profitable - Services
- Next 11 Ways to Make Your Solo Practice more Profitable – Financial Wisdom
- First 12 Tips Guaranteed to Make Your Practice more Profitable – Your Space
- You CAN Recover from Slowdowns in Client Traffic
- Retirement Plans for Solo Practitioners
- Business Budget Sanity Check
- Why Free Isn’t Always so Great
- Choosing the Right Business Entity Type
- Set Your Rates the Right Way
- My Account
- Information