What I Got Wrong About Helping People in 1994
I came into financial services in 1994 at Edward Jones with thirty-some years of life already behind me, including years as a minister in rural Missouri. I was not a...
Continue ReadingI Tell Stories From the Farm. Here's Why That Works.
Thirty-three years of sitting across from people at some of the most stressful moments of their lives will teach you something about communication. What I've learned is this: complexity isn't...
Continue ReadingTax Rates Are Headed Up. Here's What I'm Doing About It.
I've spent 33 years helping people retire with confidence, and in that time I've watched a lot of things shift. Markets go up and markets go down. Tax laws change....
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