Money concepts are woven in our everyday moments. It impacts what we choose to eat, whose birthday party we skip who is our close friend, and what sports we play. Because it’s about information and our ability to see a bigger picture and the identification of what we really want.

The finance world is up in arms at Dave Ramsey’s on-air blast. Here is why, you don’t need to sweat the discussion.

A glance at a profile page and you’ve got me dialed in, eh? Bring on the psychographic discussion when the sound of insight is drowned out by our own heartbeat.

Experts cry, "focus on your craft" and don't waste time creating content for social media even though we are in the digital age. In stark opposition, digital marketing gurus are out there telling us to be active on social media…

Holly Knight and Faith Teope lead a session on the skill of serving multiple generations. Leaving no generation behind is more than a duty for a financial advisor, it is also very certainly a business decision.

Excuse me while I try to fit in…**drips with sarcasm**

The live podcast, Pull to Refresh, wraps up one year of airing with an announcement for the next season.

The words “authentic” and “vulnerable” are often cheaply used to describe a much more complex dissection of one’s personal mindset. Today, it was death that birthed my final decision to step over the wall I was straddling.

…my mom’s green thumb. Maybe you are like her or perhaps you feel my pain that apparently a green thumb is not genetic. I killed a cactus last summer. I keep trying though.

…an impressive feat done in our subconscious by our brain in an effort to protect us. We are wired for safety. We are wired to seek comfort. It’s a survival skill.

A lighthearted list of 27 Filipino American lessons I learned from my mom.

..It was delicious because it was opinionated, layers were being peeled and thoughts were unapologetically shared.

Here's how it all went down between me and Nevin Adams, Chief Content Officer for the American Retirement Association.

We need a generation that understands more than we do how to treat one another with honor, respect and dignity. Imagine a world where the acceptance and honoring of fellow people, regardless of physical features was the norm.

For leaders, business owners and especially family business it is a quiet but well understood fact that rare are the decisions that are not laced with complexity.

It’s hard to tell who is better, so the name with greatest familiarity is more likely to be selected for no other reason than that.

The retirement industry is one of many intricate, complicated, and technical industries that require a great deal of training. But is a focus on expertise hurting our ability to do our job?