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Updates From The Experts

P&L: Priorities & Lifestyle Episode 7

  P&L: Priorities & Lifestyle Episode 7- Navigating The Post-Pandemic Mortgage Industry with Shawn Broussard Listen Now!       Shawn Broussard is the CEO of Service First...

P&L: Priorities & Lifestyle Episode 5

  P&L: Priorities & Lifestyle Episode 5 - Investing in an Opportunity Zone with Brandon Jones Listen Now!       Brandon Jones is a shareholder at Winstead PC, a national...

P&L: Priorities & Lifestyle Episode 2

  P&L: Priorities & Lifestyle Episode 2 - From Franchisee to Starting a Business During Retirement with Dan Phillips Listen Now!       Dan Phillips is the Owner and Head...

P&L: Priorities & Lifestyle Episode 22

  P&L: Priorities & Lifestyle Episode 22 – Family Transitions from the Perspective of the Next Generation with Chad Bruce Listen Now!       Chad Bruce is the President of...

P&L: Priorities & Lifestyle Episode 23

P&L: Priorities & Lifestyle Episode 23 – Running Everything on the Cloud with Kelly Herrod Listen Now!         Kelly Herrod is the Owner and President of Herrod Technology (Herrod Tech). Herrod...

A Life Lived

You have never heard of my heroes, so naming them by name is unimportant. Besides, my heroes are not interested in the publicity. My heroes lead quiet lives in attractive, inviting homes where their values and interests are proudly displayed....

P&L: Priorities & Lifestyle Episode 28

  P&L: Priorities & Lifestyle Episode 28 – What It Means To Be An Entrepreneur with James Loomstein Listen Now!       James Loomstein is a managing partner at Rogue Marketing...

Never Worry About Money

Many years ago I wrote “Never Worry about Money” along with some other personal goals on a small laminated card that I carried around in my wallet. That was and remains today, the primary focus with regard to my own personal finances. For me, it...

P&L: Priorities & Lifestyle Episode 27

  P&L: Priorities & Lifestyle Episode 27 – What To Do With Your Property in Today’s Economy with Mark Cabal Listen Now!       Mark Cabal is a professional realtor who runs...

P&L: Priorities & Lifestyle Episode 26

  P&L: Priorities & Lifestyle Episode 26 – Mentoring Your Career and Humanity with Burt Hicks Listen Now!       Burt Hicks is the President and Chief Strategy and Growth...

Thoughts on Things on Thursday | 02.10.2022

Thoughts on Things on Thursday Human creativity is the secret ingredient of capitalism. Entrepreneurs and companies create new products, ideas, and ways of getting things done for the future with the knowledge and capital they have in the...

Investing in a Complex Market

Today’s post was inspired by the excellent book: Team of Teams, by Gen. McChrystal Modern destroyers use gas turbine engines for propulsion and electrical power. As a young junior officer, I was required to learn all about these marvelous...

P&L: Priorities & Lifestyle Episode 25

  P&L: Priorities & Lifestyle Episode 25 – Building an Efficient HR Team with Jennilee Autry Listen Now!       Jennilee Autry is the HCM Account Executive at Paylocity, a...

Mental Health Matters

This week’s Thoughts on Things Thursday come with a heavy heart, but I can only hope they will help someone if they are struggling.  We lost two clients this week. One lived fully to an old age and died peacefully; the other tragically chose to...

Bachelor of Free Swim

This week’s thoughts are some I have shared in the past several years ago, but are very relevant today with graduation season among us.  I still have two children in college that will be graduating in the future, so this post is a friendly...

Retirement Impacts Your Life

Have you ever thought about how the tips, tricks, and insights you share with others can have a lasting impact?  The sound advice you share with people can drastically change their lives even though it may seem so simple to you. We recently had a...

Retirement Impacts Your Life

Have you ever thought about how the tips, tricks, and insights you share with others can have a lasting impact?  The sound advice you share with people can drastically change their lives even though it may seem so simple to you. We recently had a...

Economic Overview Q1 2022: Inflation

Rob’s Thoughts on Inflation: For my entire 30-year professional career, inflation has never been a factor. I have endured five bear markets, yet the peril of high inflation has not been a consideration for my clients ever until this year....