Sedona Arizona

Blog

Latest Posts

Why EBITDA matters for your business

Cover art for episode 37 of the Financial Purpose Podcast, How to Use your EBITDA to drive your business

If you’re running a business, you’ve probably come across the term EBITDA. Understanding this metric can be incredibly useful, providing insights into your company’s operating performance and helping to shape your strategic decisions. EBITDA: What It Is and Why... Continue Reading

What Happens to Your Business When You Die?

image of a buy-sell agreement document on an office desk

Let’s deal with an uncomfortable question: What happens to your business when you die? The thought of death is unsettling - it’s the great unknown of this life. Because no one really wants to deal with their own mortality,... Continue Reading

Bitcoin ETFs: A Guide for Investors

Mousetrap and bitcoin coin. Cryptocurrency is still a tricky asset class for many investors.

Bitcoin ETFs are officially available on US listed exchanges. This is a significant development in crypto trading. These ETFs providing greater access to the volatile yet potentially rewarding world of cryptocurrencies, particularly Bitcoin. As with any investment, careful consideration... Continue Reading

$33 Trillion and uncertainty

Cover art for episode 32 of the Financial Purpose Podcast, $33 Trillion and uncertainty.

Signs of economic uncertainty are showing up in more places throughout the BIG economy, which impacts the LOCAL economy that you and I intersect every day. From home prices to mortgage rates, car prices to auto loan rates, inflation... Continue Reading

About investment minimums...

Investment minimums are an old-school way for advisors to filter out prospective clients. Advisory firms and their advisors set investment minimums as a way to target growth of assets under management (AUM) and revenue per client. In fact, advisors... Continue Reading

Working ON vs IN your business

Cover for Episode 30 of The Financial Purpose Podcast, Working ON vs IN your business by maximizing your Operations engine, featuring Kendi Brown of Coati Consulting

Many business owners start their businesses because they see a need they can solve, they’re tired of being paid less than their true value, and they want to work for themselves rather than someone else. One day you wake... Continue Reading

How to get your business house in order

Cover for Episode 30 of The Financial Purpose Podcast, How to Get Your Business House in Order, featuring Paloma Goggins of Nocturnal Legal

Do you need to get your business house in order? In this episode of The Financial Purpose Podcast, I talk with Paloma Goggins, Corporate and M&A Attorney and founder of Nocturnal Legal. Listen for our discussion what business owners... Continue Reading

How to choose the right financial advisor

Cover art for Financial Purpose Podcast Episode 29: How to Choose the Right Financial Advisor

Have you ever wondered how to choose the right financial advisor? Whether you’re looking to work with a financial advisor for the first time, or you are looking to change advisors, the looming question in your mind might be:... Continue Reading

Why are stocks in pullback mode?

S&P 500 intra-year declines vs calendar returns 1980-2023.

Stocks have recently been in a pullback period after what has been a great year so far. After a year like 2022 where both stock and bond markets had terrible returns and inflation peaked at 9.1% year-over-year, we all... Continue Reading

Using Kaizen to become a 1%-er

Today I want to talk about using Kaizen to become a 1%er. I’m not talking about those that fall in the higher earning bracket…. Although that may be a goal for some… And, I’m not talking about that particular... Continue Reading

The National Association of Personal Financial Advisors
The Society of Advice

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Policy.