This is an episode about the financial steps and considerations to make when you get married.

Having a kid changes everything. This episode covers how to approach the financial piece.

DISCLAIMER: Advisory services offered through Triumph Capital Management, a registered investment advisor. Triumph Capital, LLC is an independent agency with insurance offered through the agency.

In this culminating episode, we zoom out to take an all-encompassing view of the journey we've walked together so far. "Summation" is about recognizing that while the financial world can seem vast and complex, the pillars of a strong, meaningful financial life are few—but powerful.

We revisit the core themes: understanding motivation, gaining financial clarity, building automated systems, allocating intentionally, staying grounded during volatility, reconciling present joy with future responsibility, knowing when to delegate, collaborating across disciplines, and embracing constant introspection. These aren’t just lessons—they’re the scaffolding of a thoughtful financial life.

This episode connects the dots and reframes the entire journey as one cohesive philosophy. Because in the end, it's not about chasing more—it's about building enough, on purpose, with purpose.

In this episode I discuss the need to self-audit when it comes to your financial habits, investment allocation, and even your aspirations themselves. We also look at some common fallacies in investing.

In this episode, I discuss the importance of teamwork and collaboration amongst your financial service providers to ensure continuity of plan.

In this episode, we discuss the topic of delegation.  Specifically, we look at how to determine what tasks in our lives we should do ourselves and what we should delegate out.  We also examine how artificial intelligence might affect task delegation in the near future

This episode is about reconciling between planning for the future and living in the present.  We detail some recommendations as it pertains to being a good steward to both your present and future self. 

Advisory services offered through Triumph Capital Management, a registered investment advisor. Triumph Capital, LLC is an independent agency with insurance offered through the agency.

The investment ride can be a bumpy one, and sometimes events occur that are unforeseen and out of our control. This episode is about how investors can navigate that ride to achieve the outcomes they desire.

In this episode we discuss best practices for allocating your invested assets.

In this episode, we discuss the means through which one can set themselves up to practice good financial habits.