Good Financial Reads: A Passion For Planning

3 min read
July 14, 2017

 a passion for planning

Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.
If you like what you read or are interested in the advisors below, be sure to click on their name to learn about them and their niches, or their firm name to visit the company website!

Catch up on some of the latest posts with this week's roundup:

A Lesson in Leaping - From Employee to Firm Owner

by Breanna Reish, Wealth of Confidence

2017 started off like any other year, going to work, doing what I love, but something inside of me was not content. I was happy because I had great kids, a loving husband & a roof over my head on the other hand I was still unsettled in my profession as a financial planner. Have you ever had this unsettled feeling? I know I'm not the only one that has been through this.

So, I started the process towards my new journey as a firm owner, my daughter will be so excited knowing her name made a cameo in this post =) This "journey" included two main phases. Phase one was all about reflection and research, research, research, did I mention research? Phase two = GOING FOR IT!

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Why Starting A Business Is A Lot Like Getting Punched In The Face

by Devon Klumb, TruWealth Planning

Imagine someone hands you an ice cream cone, then punches you in the face, then apologizes and gives you a new ice cream cone, then punches you in the face again. Image this cycle on replay for the foreseeable future – Groundhog Day. Now imagine becoming obsessed with this process. Welcome to the life of an entrepreneur.

Take this with a grain of salt as I am currently in the eye of the storm that is starting a business, but being an entrepreneur can really suck sometimes. As my high school humanities teacher Mr. Bob Klotz would say – “Dev, the only two things that suck in this world are black holes and vacuum cleaners”. Well Klotzie, I’m here to tell you that you are wrong.

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A Road Less Traveled: My Journey To Starting a Fee-Only Financial Planning Firm

by Scott Snider, Mellen Money Management LLC

Being the procrastinator that I am with certain areas of my life, I am about 5 months behind schedule from when I intended to start posting content on my blog.  Let's just say I am slow to try new things.  A perfect example, I never ate seafood until my wife and I recently moved our family to Jacksonville, FL, where I was basically forced into liking it.  How do you live by the ocean and not eat seafood?  I didn't want to be "that guy" everyone had to plan dinner around because he didn't eat seafood.  For about 33 years.... I was that guy!  My wife is probably rolling her eyes as she reads that last sentence.  The funny thing is I actually like seafood now.  I draw a similar parallel to how I feel about writing.  I was absolutely terrible at it until my mom forced me to take summer tutoring sessions going into my Freshman year of High School.  Seriously, what young boy wants to spend his summers writing?   Once again, being a semi-decent writer is something I have grown to appreciate as I get older.  Thanks, Mom!  I sincerely mean it.  

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