In my job I’m blessed to be able to work with some incredibly talented athletes and entrepreneurs, and they struggle with the same unique challenge: Their work is their identity, and when that curtain closes, life hits them hard. And that “curtain closing,” by the way, can appear to be a good thing to an outsider, i.e. an entrepreneur sells her company for a bunch of money, or an athlete retires from a long professional career at the ripe old age of 35 with millions in the ba

I created this site to answer this exact question: How do you find a financial advisor you can trust who is really good at what they do? First, come up with a list of potential advisors. 1a) You can run a quick Google search for “2017 best fee only financial advisor in the country,” or something like that. You’ll have to cut through the noise among the results, but it’s certainly an option. More and more advisors are going virtual, and if you’re someone who doesn’t need to si

What exactly is a “robo-advisor?” In a nutshell, a robo-advisor is an online, automated version of a financial advisor. You visit a robo-advisor’s website, enter data about your financial life, and the robo-advisor invests your money accordingly with minimal human interaction. Before I continue, let me make it clear that I believe there is tremendous value in working with the RIGHT advisor, but robo-advisors are cheap, and as you read on, you may find out you are working with