Category: Featured
Wealth, Well-being and Anxiety
A new client, who is bold in much of what she does, mentioned to me that she was excited and anxious to make her financial transition. As a practitioner with many decades of experience, the anxious stood out to me as a reminder that clients are on a journey, and their experience with money and feelings about money will […]
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My truth about wealth and well-being
Years before the launch of AegleWealth, I stumbled on a book entitled “WELLBEING: The Five Essential Elements,”co-authored by Tom Rath and Jim Harter and originally released in 2010. They explore concepts that have contributed to the development of Gallup’s Wellbeing Finder. If you order the book, you can access a code that allows you to […]
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New Year, Incremental Improvement
In 1998, I ran the New York City marathon, my first and last. I got there with a training plan that gradually increased my runs from a few miles to 10+ and then 15+ mile runs as I got closer to the day of the race. I started out with gradual and incremental improvements which […]
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Lessons in Wealth
In the mid-1990’s a book was published which (from my seat inside a Trust group) appeared to challenge the assumptions that advisors generally used to serve clients. The big reveal of The Millionaire Next Door is that the average millionaire does not show his/her wealth, is not on the cover of Fortune or Forbes and […]
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Relaxed Power
Relaxed Power is the title of a great friend’s recently published book, and I recommend it for anyone interested in personal leadership, self-realization and living with purpose. Tangela Johnson is one of the most intuitive and talented people I know. We found each other years ago when I presented on wealth building strategies to professional […]
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