In “Calming Covid Shocked Clients” I’m sharing thoughts on how financial professionals can readjust their perspective on what is happening in the lives of their clients during times of crisis and anxiety. Let’s take a trip back in time, shall we? Back, way back, to 2020 BC. As in 2020 – Before Covid. It was a simpler time. My wife and I were sitting poolside in Mexico, celebrating her recent retirement after 37 years of teaching. The gentleman next to us said, “Have you been reading anything about this new Coronavirus?” “Cornona-what? No. Never heard of it.” “Seems to be some sort […]

In “The Glass is Half Full (Part 3)” I’m sharing some snippets of a longer conversation that I recently had with Richard Killen, a Licensed Insolvency Trustee with Richard Killen & Associates. Our conversation spanned a wide range of topics centred on the personal finance space and this episode will wrap up the three-part series of Glass is Half Full. This episode starts off with the with what a I call an “impact question” about personal finance –  “What is the Value of Time?”, then we tackle one of my favourites, “What is the deal with Goals?” and wrap up […]

In “The Glass is Half Full (Part 2)” I’m sharing some snippets of a longer conversation that I recently had with Richard Killen, a Licensed Insolvency Trustee with Richard Killen & Associates. Our conversation spanned a wide range of topics centred on the personal finance space and I’m hoping to present a few insights over this and the next episode of Money, Motivation and More. This episode will start off with the what I often call the “big question” of personal finance –  “What is the biggest single thing to create a better financial future?”, then we tackle “How do I […]

In “The Glass is Half Full (Part 1)” I’m sharing some snippets of a longer conversation that I recently had with Richard Killen, a Licensed Insolvency Trustee with Richard Killen & Associates. Our conversation spanned a wide range of topics centred on the personal finance space and I’m hoping to present a few insights over this and the next episode of Money, Motivation and More. This episode will start off with the insightful question “Just what is the big secret to financial success?”, move along to “How does time become a factor in personal finance?” and wrap up this episode […]

In “In Transit” I’m sharing some thoughts about movement and moving. The word “transit” is defined as: “the act of passing over, across, or through” and its associated action of “transition” is: “passage from one form, state, style, or place to another”. At any given time, all of us are “in transit” to somewhere or something. On any given day, we transition from being spouse beside the person we wake up next to, to parent of the children we drop off at school, to commuter as we join the workday mobs heading to the office, to employee at the office, perhaps […]