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Values in Action – Financial Freedom Tips

Your values and long-term goals drive what you need to succeed. In this 4-minute video, I take a deeper dive into values in action—just in time for your end-of-year reflections.

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Monday Morning Motivation – Vocation

Measure Twice, Cut Once – The Best Investment Strategy

It pays to measure twice and cut once! Here we cover the 3 criteria for constructing the best investment strategy for YOU.

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Monday Morning Motivation – Insecurity

Are your feelings of insecurity based on reality?

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Emotion vs. Rationality – 5 Behavioral Pitfalls of Investing!

So, you think you are investing rationally? Read on to learn about the 5 dangerous Behavioral Pitfalls of Investing—and how to keep yourself out of hot water!

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Monday Morning Motivation – Middle

Are you in the middle of a pain or a possibility?

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You’re Wired to Fail–Really!

We are hardwired to be poor investors. Accepting this is the key to your success as an investor.

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Monday Morning Motivation – Again

What will you do again in 2025?

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Finance – Don’t Fall into The Trap

“It’s different this time.”

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Each week you’ll receive two sources
of inspiration from our team.

Every Monday we offer you our Monday Morning Motivation, a little dose of encouragement to help you start your week feeling motivated and inspired.  

On Fridays, you’ll receive our Friday Five to share some brief thoughts that will help you transition from the work week to the weekend with some inspiring wisdom about the Five Fs of life.

We consider it a privilege to have you join our community and we’ll always honor our relationship. We look forward to welcoming you to the family!

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