Opinion

We often feel a quiet shame about enjoying little things, as if joy should only be reserved for life’s big moments — the promotion, the wedding, the vacation. But when you zoom out, life is made almost entirely of the small stuff: a breeze on your skin, a dog’s tail wagging, laughter at the table. If joy only counts when it’s tied to scale, we risk overlooking the very fabric life is made of.

Your 20s and 30s are the decades where small financial decisions can make a huge impact on your future wealth. In this video, Partner & Wealth Advisor, Shane, breaks down the 3 most common mistakes he see's people make—and how you can avoid them.

Taxes play a role in your financial life — but they shouldn’t be the driver of every decision. In this video, Nick explains why letting taxes control your choices can actually hold you back, and how smart planning keeps you in charge. From investment strategies to retirement withdrawals, the goal is simple: make taxes part of your plan, not the plan itself.

When is the right time to give? For many families, the decision comes down to giving with a warm hand (during your lifetime) or a cold hand (after you’re gone). In this video, I share perspectives on both approaches, the tradeoffs to consider, and how to align giving with your values and vision for the future.

A simple conversation between a fisherman and a businessman has stayed with me for weeks. It’s not just a story about work and retirement — it’s a reminder to pause, ask what we’re really chasing, and consider whether the good life might already be within reach.

Why I started ClearMind, what’s shifting in the financial planning world, and how this journey is becoming something much bigger than numbers. It’s about clarity, alignment, and helping people use money to build a life that feels true.

We’re living through one of the most transformative times in history, and AI is at the center of it. It’s exciting, a little overwhelming, and filled with unknowns. This post isn’t another hype piece or doomsday rant. It’s a grounded look at where we might be headed with AI in the next 1 to 5 years and why staying curious (instead of panicked) might be the best move we can make.

Markets move fast. Fear spreads faster. How did we get the third-best day in stock market history?

Let's discuss the mess, the meaning, & the mindset of these tariff headlines.

A glamping retreat taught me the value of solitude and slowing down, crucial for personal growth and effective financial planning.