.png){kind=logo}
Your Shows
Planning Your
Moonshot YouTube
Join us every Wednesday for a new Planning Your Moonshot video podcast. Don't forget to head over again every Friday for a deep dive into topics from the podcast, case studies, and other fun finance and business videos.
Explore the Channel
Financial Advisor Reacts to a Stressed Business Owners Reddit Post!
In this YouTube video, I explore managing stress and achieving balance in the context of a rapidly growing small business, prompted by a Reddit post...
Why Buying a Car Might be Your Biggest Financial Mistake
Buying a new car might seem exciting, but it could be one of your biggest financial mistakes. As soon as you drive a new car off the lot, it can depreciate by...
Starting a FREE Retirement Plan for Your Business
Retirement plans are often one of the most important employee benefits that a business owner can offer their employees. Unfortunately, there were...
Top 5 Personal Finance Metrics to Help You Succeed
Last week we discussed our one page financial plan. In that plan there were a few metrics that we like to track for our clients. So, we gathered our top 5 personal...
Revealing our one-page financial plan
The financial planning industry has changed a lot since it's inception. A typical financial planner went from selling products, to selling...
Planning Your
Moonshot Podcast
Every Wednesday we release a new Planning Your Moonshot podcast on your favorite podcasting platform. Here we discuss business and personal finance. Explore our past episodes at the link below.
Explore the Podcast
