As I mentioned in 20 lessons I have learned in 20 years of working for myself, I recently passed a milestone in my life. On September 11th of this year I had been in the financial planning business for 20 years. In that article I…
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Values & Goals
Business Lessons: Top 20 Lessons I Learned Working For Myself
20 Business lessons I learned working for myself. Do you want to know 20 business lessons I learned running my own business? Well, I recently passed a milestone in my life. On September 11th of this year I marked the 20th year of working for…
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Tomorrow is Never Promised
Tomorrow is never promised, something that I think we can easily forget. I was in Colorado recently with my family. Our first vacation together since the birth of our daughter last May. I had some time to reflect and think about appreciating the people in…
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Financial Planning for Business Owners
Today’s post is all about financial planning for business owners. A large portion of the financial planning profession is directed at planning for people that have a defined career path. Work a nine to five job, or who contribute money to a 401(k)-plan provided to…
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How Much is My Business Worth?
If you find yourself asking the question “How much is my business worth?” Then let’s talk about a few important factors. In my 20 years in financial services, I have spoken to hundreds, perhaps even thousands of business owners. In many of those scenarios the…
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3 Lessons in Business I’ve Learned Recently
Let’s take a look at 3 lessons in business I’ve learned in the past month. Recently I’ve been having trouble with writing and more importantly writing with consistency. I’ve reduced the frequency of my blog to 2 times a month, and even then, I’m still…
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When is Enough, Enough?
We have all seen those commercials that ask us what is our number? That number in the bank account that we think will make us happy. We tell ourselves “If only I can make X per year I will be set” But, whatever it is,…
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Guess Who’s Back… Back Again
Welcome back everyone to Inside Look at Building Towards Wealth. What was originally intended as a three or four-week hiatus from writing my weekly newsletter, ended up being a four-month hiatus. Unfortunately, life sort of got in the way, as it seems to do in general, but especially in this year of 2020. We have…
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Are you Measuring What’s Important?
“Measure what is important; don’t make important what you can measure.” – Robert McNamara I was listening to a podcast recently and it got me to thinking about what is important for us to measure. How are our actions shaped and influenced by what we…
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One Step at a Time.
“All who have accomplished great things have had a great aim, have fixed their gaze on a goal which was high, one which sometimes seemed impossible.” —Orison Swett Marden “Never quit. It is the easiest cop-out in the world. Set a goal and don’t quit…
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