Wisdom on Wealth Columns

Stop Assuming and Start (Estate) Planning

Here’s a shocker: Forbes estimates that nearly two out of three Americans do not have a will. No clear instructions for survivors. No written record of “Here’s how I want my property distributed.” Even the “rich and famous” are part of this will-less majority. The artist known as Prince died without a will. So did …

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How Real Fathers Make Life Richer

On Father’s Day we honor the dads who make the world a better, richer place.  I should probably define terms. Some guys are “just-a-father.” That is, they made a strategic biological connection with a specific obstetric result. That’s it. Then they disappeared. The legacy of these “just-a-fathers” is grim. Did you know children in father …

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The Role Character Plays in Financial Success

In a celebrity culture like ours, the “rich and famous” get most of the attention. The freak athlete. The shrewd mogul. The talented entertainer. The mesmerizing author. The successful investor. The flamboyant reality star. Through some combination of genetic gifting, hard work, and dumb luck, these few lucky souls have managed to hit it big. …

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What To Do About Financial Fear

Here’s a fun, indoor thing to do on the next rainy day. Type the question “What do people fear most?” into your preferred search engine and look at the results. We humans are scared of all sorts of things: failure, change, heights, snakes, the dark, giving speeches, being alone, being confined in small spaces, being …

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Financial Success Requires this DISH

In my column last week I introduced the idea that the wealthy know a “secret” the rest of us don’t.  It’s the idea that success—financial or otherwise—doesn’t come because of a single grand action. Rather, it’s the result of a thousand small steps and smart habits. Perhaps you remember the nineties business book Built to …

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The Little Secret to Big Financial Success

Most folks are convinced the wealthy know some big financial “Secret” the rest of us don’t. Like, they went to “the right” school and met “the right” people. Or they heard about Tesla before anyone else did, or got in on the ground floor of Amazon. Or somehow, they cracked the code on those free …

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