Adopting the EOS System

Daniel YergerAbout the Firm, Financial Planning Leave a Comment

No, it’s not “E-Oh-SS” as one word, but an acronym: Entrepreneurial Operating System; and yes, that means the title is just as redundant as saying “PIN Number.” EOS has been in the “management vogue” for the better part of the past decade, and represents a uniform system of business management, review, and role management. Generally targeted at firms with 10 …

Fire Drills & Mulligans

Daniel YergerFinancial Planning Leave a Comment

There’s smoke in the air, and every breath you take causes you to cough. There’s a dry crackling sound, lights are flashing, an alarm is blaring, and rain is coming out of the ceiling. Panic sets in. Where is the exit? Who else is with me? Was with me? Are they okay? It’s getting hard to breathe, and you find …

Is this time different?

Daniel YergerFinancial Planning 1 Comment

In the book, “Just Keep Buying” by Nick Maggiulli, the first chapter begins with a statement: “Why saving is for the poor and investing is for the rich.” It’s an interesting declaration. I grew up in a family of savers, for the most part. Three of my four grandparents were teachers of some variety or another who retired on Pensions …

MY Wealth Planners to Become Longmont’s 135th Commission-Only Financial Product Firm

Daniel YergerAbout the Firm 8 Comments

LONGMONT – President of MY Wealth Planners, Daniel Yerger, has announced that MY Wealth Planners will become Longmont’s 135th Commission-Only Financial Product Firm. “We’ve realized that fee-only is a bit too pure and conflict-free for our fiscal needs. There are dozens of mega-firms in our area who are raking in enormous profits selling life insurance, annuities, and front-loaded investment products …