Thoughts on Money

This is the kind of work we do as financial advisors. We help clients lean into the tension between money and meaning. It’s not about quick answers! It’s about living with the questions long enough to align their money with what truly matters.

Risk isn’t a measure of negative consequences. It’s a measure of uncertainty. And the issue with minimizing risk is that while we protect our downside, we prevent ourselves from achieving any sort of meaningful upside. In this way, risk minimization isn’t an insurance policy as much as it is a collar, and the cost of protecting our downside is the ... See more

But here’s the key: Money work isn’t about getting rid of our uncomfortable emotions. It’s about learning to respond to them, to work with them, and to learn from them.

And most importantly, to not let them steer you in directions that will make life harder for you.

Just because money feels stressful and anxiety-inducing now doesn’t mean it has to stay that way. If you want your money life to feel calm, spacious, and grounded — you can do that.

You get to decide what your relationship with money looks like and turn these money tasks into opportunities to infuse your relationship with money with a sense of soot... See more

You can't win a game if you don't know the rules of the game. You need to understand how money works. You need to understand how money moves. You need to understand how to use it as a tool. My whole mantra working with clients in financial services as an advisor isn't so much to tell people what to do, but to make sure they understand how things wo... See more

I have great control of my money when I am earning it. I have zero control of my money when I am not.

A lot of financial mistakes come from trying to copy people who are different from you.

We need to remember that the market is not the economy, and the economy is not the market. And the economy makes me very worried about food banks. Children are hungry, people are hungry. And when kids can’t eat they can’t pay attention in school, and if they can’t pay attention in school they can’t be good students; they can’t move forward in the w... See more

The world is split between those who don't know how to start making money and those who don't know when to stop.