Are we following the wrong script?

Are we following the wrong script?

Why do we work full-time for 40+ years… only to stop completely and try to cram all the fun and freedom into the final decades? ...more

#MaslowInsights

July 29, 20251 min read


I get asked this all the time — and it’s a fair question

I get asked this all the time — and it’s a fair question

I get asked this all the time — What exactly does a financial planner do? ...more

#MaslowInsights

July 22, 20251 min read


The highlight of our trip wasn’t what I expected…

The highlight of our trip wasn’t what I expected…

We did all the “fun” stuff… but the moment that stuck with me came when we stopped doing anything. ...more

#MaslowInsights

July 15, 20251 min read


Falling rates, rising FOMO – is it time to buy?

Falling rates, rising FOMO – is it time to buy?

Just spoke to a couple who feel they have to buy a property right now. Rates might fall. Prices could rise. And they’re scared they’ll miss out. ...more

#MaslowInsights

July 08, 20251 min read


Feeling rich is rarely about the money…

Feeling rich is rarely about the money…

We don’t really want to be rich. We just want to feel richer. ...more

#MaslowInsights

July 01, 20251 min read


Less is more

Less is more

Our family schedule looks like a mini Olympic training camp. Swimming, dancing, Chinese, piano, basketball, chess… ...more

#MaslowInsights

June 24, 20251 min read

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