Latest Episodes
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Financial Vitals Check Part 5: Investment Plan
Do you have an investment plan in place? You may have more than one fund, such as for retirement or charitable giving. Maybe you...
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Financial Vitals Check Part 4: Safety Net Check
Life doesn’t always go as planned. It’s full of twists, turns, and curveballs. Cover all your bases in the event of a worst-case scenario...
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Financial Vitals Check Part 3: Net Worth
If you have clarified your values and determined your saving, spending, giving ratio, the final financial vital to measure is your net worth. What...
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Financial Vitals Check Part 2: Save, Spend, Give Ratio
Once you clarify your values, financial vitals are used similarly to health vitals to quickly check if you are making progress toward your goals...
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Financial Vitals Check Part 1: Clarify Values
Physicians and their patients know that vitals are measurements of the body’s most important basic functions. Checking and tracking vitals indicate how your health...
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How To Make The Right Decision
How do you live out your values in day-to-day decision making, especially when you operate on autopilot? What standards and steps can you take...