Ironman Insights: 3 principles to follow to achieve your next big goal

By |2021-10-07T10:19:27-07:00September 9th, 2021|Blog, Financial planning tips and perspectives, Lifestyle, Personal Wealth, Staying the course|

What is one of your big life goals? What’s a wild dream you’d like to achieve? When you're in the midst of peak busyness, you may feel you can't go after what you desire. Not true! As we head into the last few months of 2021, now is the perfect time to reflect on [Read More]

8 lessons for business owners to improve your wealth & life

By |2021-09-12T21:01:52-07:00August 31st, 2021|Blog, Business Owners, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

The lines between what is your business and what is your personal life quickly blur when you are a business owner.  While you may be quite clear on how to grow or sustain your business, you may not feel the same confidence in your personal wealth strategies.  At The Advisory Group, we often write [Read More]

3 Steps to Make Your Midlife Gap Year a Reality

By |2021-09-02T13:59:42-07:00August 11th, 2021|Blog, Business Owners, Lifestyle, Personal Wealth|

Every time we meet with new clients, we ask them what motivates them to succeed. Besides financial benefits and personal fulfillment, the  answer we hear the most is freedom. Even successful individuals who love their jobs want to spend time not working and pursuing other interests, too. The Gap Year is often the perfect [Read More]

Design thinking, reverse engineering, and other ways to achieve big goals

By |2021-07-19T15:34:08-07:00July 18th, 2021|Blog, Business Owners, Lifestyle, Personal Wealth|

Recently, I had the opportunity to speak with Josh Dillingham the host of the Playing Injured podcast, a podcast focused on the stories of individuals who have excelled at navigating life's curveballs and persevering through adversity. In this conversation, I shared the lessons I have learned through training for Ironman triathlons that can help make [Read More]

Perspectives from a Midlife Male [podcast episode]

By |2021-05-17T15:32:55-07:00May 7th, 2021|Blog, Business Owners, General thoughts, Lifestyle, Personal Wealth|

Looking for stories of inspiration, success, finding balance, and overcoming adversity in business and life?  That’s what Greg Scheinman, host of The Midlife Male podcast delivers through candid, in-depth conversations with "Midlife Male" CEO's, entrepreneurs and innovators in business, fitness, and hospitality.  Recently, I had the opportunity to be a guest on Greg’s podcast. [Read More]

How to take an extended career break and still be fiscally responsible

By |2021-04-03T18:30:40-07:00March 31st, 2021|Blog, Business Owners, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

If you’re a Gen X-er ready to embark on your Midlife Gap Year and take an extended break from your career, you may be wondering what the financial impact of this decision will be. You know you could use the time off to rest, rejuvenate, or pivot your career for your next chapter, but [Read More]

4 life-changing benefits of a Midlife Gap Year for business owners

By |2021-02-15T15:25:33-08:00February 15th, 2021|Blog, Business Owners, General thoughts, Lifestyle, Personal Wealth|

COVID-19 continues to have a wide-ranging impact on business, our economy, and our everyday lives. But the one lesser-discussed impact could be the most difficult to deal with—the personal one. The pandemic’s upheaval has escalated life’s stresses for many business owners, making a Midlife Gap Year all the more attractive. As you contemplate the [Read More]

Wealth and happiness – the surprising factor that can increase well-being

By |2021-02-10T10:22:16-08:00February 10th, 2021|Blog, General thoughts, Lifestyle, Personal Wealth|

Does money buy happiness?  Wealth and happiness are often paired together.  As you earn more income, invest more into the market, or reduce your debt, you likely feel more life satisfaction. This seems obvious, and many studies* prove this to be correct.  However, in a study conducted by researchers from UC, Riverside, a surprising [Read More]

4 rewarding ways to spend your Midlife Gap Year

By |2021-01-14T17:03:47-08:00January 13th, 2021|Blog, Business Owners, Lifestyle, Personal Wealth|

As you consider taking a Midlife Gap Year, you may find your mind jumping from idea to idea with no clear trajectory for how to spend your time off. How will you make the most of your career break? Of course, this answer will be different for everyone. We all find satisfaction in different [Read More]

7 lessons from Ironman triathlons to make your Wealth & Life success easier

By |2020-10-03T18:14:35-07:00September 30th, 2020|Blog, General thoughts, Lifestyle, Personal Wealth, Staying the course|

Life is an endurance event.  What if the right clarity, plan and support made impossible goals possible? State what you want and play to your strengths. If you are committed and coachable, the limits are few.  I’ve experienced this firsthand on my journey of training and qualifying for the 2020 Kona Ironman Triathlon Championships [Read More]

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