Talk Less and Show Up

Daniel YergerFinancial Planning Leave a Comment

As we approach New Year’s Eve and the season for New Year’s resolutions kicks off, allow me to proffer a New Year’s resolution for the financial planning community: talk less and show up. This might be a challenge, even an affront to some, when read plainly. That’s alright, you’re an adult, and I believe you can stomach it. So let …

A Year in Review & Happy Holidays

Daniel YergerUncategorized 3 Comments

Well, it’s already rapidly approaching the end of the year, and as always, we want to take a few minutes to summarize some takeaways of the year and to express our gratitude to our clients and followers. Succinctly, I can easily say that 2023 has been the best year of my life, both personally and professionally. The most obvious instance …

Negotiating a Pay Raise

Daniel YergerFinancial Planning 1 Comment

This past weekend, my wife and I played “Diplomacy” with a group of friends. Diplomacy is an older game from the 50s that looks a lot like Risk, except that it’s set in Europe at the start of 1901, and there are no dice. Instead, every move every player can make is completely within their control, save that other player’s …

Choosers and Beggars

Daniel YergerFinancial Planning 1 Comment

I recently had the experience of turning down an $8,000 per year client. They were nice enough people, planning to retire soon, who had saved up a sizeable nest egg and were looking for someone to manage their investments in retirement. We had an initial consultation, discussed their objectives and financial interests, worries and concerns, and explained our financial planning …

Giving Tuesday

Daniel YergerFinancial Planning Leave a Comment

Hello everyone! It’s time for your annual reminder that today is Giving Tuesday, the biggest non-profit fundraising day of the year. Thousands of companies donate to provide matching dollars for donations to any number of 501(c)3 non-profits, raising billions annually over the past several years that the event has occurred. I, for one, elected to donate to the Longmont Community …

More than the Sum of its Parts

Daniel YergerFinancial Planning Leave a Comment

A common issue encountered by business owners and entrepreneurs of every stripe is the value of their business. While it’s common in the land of startups and venture capital to create valuations of an idea, followed by funding rounds over the years that progressively measure and estimate the value of a business enterprise for future funding rounds until the business …

Get Disability Insurance

Daniel YergerFinancial Planning 1 Comment

That’s the tweet, as they say. Now, the reason for the terse and titular advice is that I’m currently bedridden with back pain (causes unknown) and have been for the past two days. Regardless of the why, the experience is, like many, illuminating. What would you do if you were suddenly unable to work? We often think of disability as …

The Lists Are Worthless

Daniel YergerUncategorized Leave a Comment

For anyone who has kept an eye on the financial media for any amount of time, you’ll be intimately familiar with “the lists.” These include things like “Top 50 Brokers”, “Top RIA,” “Best Funds” and so on. These publications are ubiquitous and a non-stop stream for the publishers. In total transparency, the ones that focus on individuals or firms tend …

Should and Is

Daniel YergerFinancial Planning 2 Comments

If you’ve read my blogs at length, you’ll know I’m fond of a particular story about United States Marine Colonel “Chesty” Puller. The story goes that he was in command of a unit at the Chosin Reservoir during the Korean War, and upon receiving news that his unit was completely surrounded by the Communists, he declared: “Good, they can’t possibly …

Growing into 2024

Daniel YergerAbout the Firm 1 Comment

A few months ago, at the outset of the transition to the new office in the Prospect Neighborhood, we mentioned the phases of MY Wealth Planners’ development. As we closed up the end of the second phase and looked to the third phase, we stated that we would begin to confirm MY Wealth Planners’ value proposition for its clients and …