Many of our clients enjoy making charitable donations, whether it’s paying tithing or supporting a local nonprofit. But what many people don’t realize is that how you give can make a big difference, both for the organization you support and for your own financial...
Do you love your business so much that you never want to sell it? If so, congratulations—that’s a rare blessing. However, one day you will be forced to leave it whether you want to or not. That departure could be triggered by any of what we call the 5 Ds: death,...
We all want a fulfilling life, but fulfillment doesn’t come automatically with greater wealth. In fact, continuously building wealth could increase your anxiety. As Morgan Housel said in The Psychology of Money: "The hardest financial skill is getting the goalpost to...
For years, my wife Andrea and I have enjoyed staying at a boutique hotel in a quiet neighborhood on the north side of Newport Beach, just a block from the ocean. Things felt different on our last visit, though. When I went to check in, no one was at the front desk,...
One of our clients was recently offered a lot of money to sell his business, but they wanted him to stay on for five years after the sale. Why? His business heavily depends on him for day-to-day operations, so they must have figured it would take five years to ensure...
Who are you outside of your business? Are you confident in your worth regardless of the financial or professional benefits you provide to others? A friend of mine in high school named Troy had a brother in his teens who was born with severe physical and mental...
From ages 19 to 21, I served a volunteer church mission in Buenos Aires, Argentina. During the final six months of my mission, I had the privilege of working closely with our mission leaders, David and Louise Udall. They were responsible for the direction and...
Selling your business is a significant decision that can have profound implications for the rest of your life. If you're thinking about selling, evaluate your motivations to ensure you’re selling at the right time and for the right reasons. Some motivations are more...
I’m so proud of my partner, Ron Leavitt! Click here to listen to his recent radio interview with Joanna & Sean on Sunny 106.5 about his role as the site manager for the Giving Machine at the District at Green Valley Ranch here in Henderson. The Giving Machine is a...
During this holiday season, instead of simply sending you the usual “joy and prosperity” wishes, I challenge you to reflect: How much joy does your business bring you and your family right now? Have you noticed that the holidays tend to help us clarify our perspective...