You won’t believe what I was able to accomplish in 45 minutes.
Content Tagged: Life Lessons
Does your Financial Plan have Cataracts?
You may be surprised to know that we test you for things you’re not even thinking about today.
Are you a Solid or a Liquid?
Do you adapt and adjust to life or are you ‘set’ in stone?
Rational or Rationalizing
Are you a rational person or are you a rationalizing person?
Check Washing
How safe is your checkbook from being compromised?
Bill Audits
YIKES! Don’t assume the numbers are always correct. You wouldn’t want this surprise.
House Poor?
What happens when your greatest asset leaves you with the greatest risk?
What I learn from Traveling
What have you learned from your adventures lately?
Are you willing to live your dreams?
Everyone dreams about the future, but are you a “future-thinker” who is able to do what it takes to make it a reality?
The First 100 Days
A new FREE resource from the Financialoscopy Team – After someone dies, what should you do during the first 100 days?
The 5 C’s of Credit
Would you like to hear what I learned from a retired banker?
Speedometer vs Pace-o-meter
Does speeding toward retirement get you there safely? What’s the risk?
Manure
Is the ‘CRAP-FACTOR’ in your life, really a story about the manure of your life?
Expiration Dates
Yeah, money is important; but what about “life” time?
Trade-Offs, Your Biggest Asset
Are you worth less than your car? Ouch! Let’s do the math.
Let’s build your Accountability Successes
To build your successes, you first need to be accountable to yourself; are you?
The Death Trade-Off
Do you win by having a boatload of money at death or by dying penniless?
Your Song of Significance
A generation from now, will someone remember your Song of Significance?
Making Money vs Trading an Asset
Are you working hard or working smart?
The Power of Trade-Offs: A Reflection on Choices and Impact
Trade-offs. Would you like to know ours?
Garbage In, Garbage Out
Yes, you are what you ‘eat’; but you are also what you ‘think’.
Are you “Health” prepared?
How are you preparing for yourself and for your spouse?
What is your Plan B?
You are your greatest asset. Your health is paramount to that asset. If that asset for you or your spouse is lost or diminishes, what is your Plan B?
Automobile Insurance
How does your auto insurance affect your financial life?
Introduction – The Financialoscopy Twenty-Five Cards
Money, Wealth, and Rate of Return? Is that the only thing?
Homeowner’s Insurance
How does your homeowner’s insurance agent factor into your overall financial life?
Peer Pressure
We all want to be in the cool group of kids, right?
Giving & Receiving Gratitude
May I share a forty-year-old story of gratitude?
A Message for Men* (*Women too)
Life – It’s a numbers game. What are your numbers?
The Trade-Off, Trade-Up, Trade-In or No Trade
How are car purchases made – emotions or math?