Going Once! Going Twice! Sold!

Key Takeaways There are a lot of emotionally driven triggers out there to buy things we may not necessarily need. Before making a big purchasing decision, ask yourself a few questions to determine if you really need it, or you just want it, and how the purchase will affect you and others. It’s important not […]

Confirmation Bias

Key Takeaways Confirmation bias can be an easy thing to fall prey to and happens often when it comes to investing. There are three things to prevent you from succumbing to confirmation bias: take a second look, seek expert advice, and know your risks.

The 3 by 3’s of Progress

Key Takeaways When we get distracted from our goals in life, it’s important to have a system to help us continually progress. There are three simple sets to use to help you progress: Goals, Types of Days, and Action Items. When tackling important items for the day, always start with the hardest item first thing […]

The 4 Money Characteristics

Key Takeaways We can let wealth define our character, or we can have our character define our wealth. The 4 key money characteristics are prudence, responsibility, humility, and gratefulness. You can match these characteristics up with the way you deal with your wealth, and how your wealth deals with the outside world.

Saving to Live

Key Takeaways Millennials are saving at the highest rate of any generation currently alive, but they aren’t saving for a typical retirement. Two thirds of Americans don’t have enough money in savings to be able to take care of an emergency. Millennials care about financial freedom and life experiences, and are saving money to do […]

Planning for Success

Key Takeaways There are six key steps to building lifelong wealth. Establish short-, medium- and long-term goals, and never stop making adjustments to them. Take care of urgent matters first, important matters second and nice-to-have issues last.

Transforming Value into Money

Key Takeaways Great companies like Starbucks, Disney and Four Seasons understand that customers will pay a premium for a transformational product or service experience. Numerous surveys confirm that meaningful work is the No. 1 thing that people want in a career. When building your team, look for self-starters who are alert, curious, resourceful, responsive and […]

Champion of Change

Key Takeaways Highly successful people tend to be more open to change than the rest of the population. Champions of change are always looking for new ways to attract the right resources, relationships, money and capabilities to help them bring value to the world. From your mobile phone’s evolution to Alcoa’s transformation, change can be […]

The 8 Things We Control

Key Takeaways So much of life is beyond our control, but these eight habits for success will put you in the driver’s seat as you go through life. Being prompt, courteous and reliable are simple but powerful lifelong habits to develop. Having a good attitude and putting in 100 percent effort 100 percent of the […]

The 10 Principles of Financial Grit

Key Takeaways Hard work definitely pays off, but that’s only part of the money/life puzzle. Grit helps you get the things you really want out of life—including career satisfaction and wealth on your terms. Commit to being a lifelong learner, always focus on the long term and don’t be afraid to ask for help.