Last week, my wife Andrea and I celebrated our 25th anniversary in the Maldives. It was an amazing experience. I’m more in love with her now than ever, and I’m excited to see what the next 25 years will bring. Despite the ongoing conflicts in Iran, Ukraine, and other...
When you’re preparing to sell your business, you’re approaching one of the most significant financial decisions of your life. The outcome will depend largely on the quality of the team guiding you through the process. A successful sale requires a coordinated group of...
Since my wife Andrea has been passionate about tennis for the past few years, I surprised her with tickets to the BNP Paribas Open in Indian Wells the first weekend in March 2026. I don’t know much about tennis, but watching Novak Djokovic in person turned out to be...
When you start thinking about selling your business, one of the most important questions you need to ask yourself is whether you could afford to sell it. How much is it worth? How much would you take home after eliminating business debt and paying the taxes and fees...
Have you ever thought, "I'll be happy when I make more money," or "I'll be happy when I retire"? When you finally reached those or other milestones, did it feel as satisfying as you imagined? And how long did that feeling last? High achievers tend to constantly drive...
Gift giving during the holidays is a wonderful tradition that unites families and friends. When we give in the right spirit, we remember that giving can be even more joyous than receiving. So why do we feel so much stress this time of year? One reason could be that we...
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,...