Apples to Apples – It’s Not About the Money

Daniel YergerFinancial Planning 6 Comments

Recently, a well-known financial advisor took to Linkedin to share a bold opinion: “Advisors who make more money than you are some combination of smarter and/or harder working. End of story.” On its face, one can see the argument for it. Surely if you’re a financial professional whose job is to help their clients optimize their finances, surely you should …

Boulder County TABOR Notice

Daniel YergerFinancial Planning 2 Comments

Along with the Colorado Statewide Ballots, we get localized ballots in Colorado for our county and municipality. We’ve written about the Colorado Statewide ballots already, and for those readers not living in the Boulder County area, you can probably just read the statewide ballot article or otherwise take a pass on this week’s blog. We’ve divided it into countywide and …

XYPN Live 2022 – The Good, The Bad, and the Dragon Slaying

Daniel YergerFinancial Planning 3 Comments

For our regular readers, you’ll notice that this came out much later in the day than usual. To get you up to speed, I’ve been at XY Planning Network’s “XYPN Live” conference, where we spend time on continuing education, community building, and updating ourselves on technology and other solutions. The conference was let out this afternoon, and in a change …

Overemployed Risks and Rewards

Daniel YergerFinancial Planning 2 Comments

It’s not uncommon for us to hear about being underemployed; the popular “college graduate working at Starbucks” sort of observation is often raised as a criticism of higher education and the low return on investment from many majors. Yet, there is an inverse term that we’re talking about today: overemployed. This term shares a resemblance to the expression “working two …