Over the past two months, we underwent the process of recruiting for two wealth planning analysts at our firm. We’ve written about our recruiting and hiring process before, so you can see how we’ve hired for other positions in prior blogs. We won’t do a write-up every time we hire someone at MY Wealth Planners, but we do think it’s …
Car Shopping
If you’ve watched a TV or streamed a video at any point since Thanksgiving, you are keenly aware that it’s the annual holiday BIG BLOWOUT ONCE-IN-A-LIFETIME SALE AT [Your Local Dealership]. Pick your auto brand, and apparently, there has never been a better time to buy your spouse a luxury sedan or truck with a big red bow on it …
The Cycle of a Dollar in a Small Community
Over the past few weeks, the emphasis on the ecosystem between big and small businesses and those both local and national has come into greater focus. While we often talk about personal financial topics or those current events affecting the national ecosystem, and therefore the markets more directly, this week we’re turning our attention to our small business community in …
What Is Your Why?
“One question: what is your why for scaling?” A colleague with a planning practice in Arizona asked me this over the weekend. I answered, but it left me ruminating on the question. Plenty of growth in the world of finance is growth for growth’s sake. Those who’ve made a thorough study of finance and inflation understand that no growth is …
Job Post Signals
This blog continues a two-part series on job seeking. For those readers happily employed or otherwise retired to a life of work-optional, this may not be the most salient read, but it could prove useful for someone else in your life. Otherwise, you can expect us to return to some of our more regular or otherwise “normal financial educational” programming …
Job Market Signals
It’s a curious thing, the job market. While Bureau of Labor Statistics data suggests that unemployment is only sitting at 4.3%, the media ecosystem seems to be in disagreement about what constitutes a good or bad job market. In a period of just a month or two, articles such as “Work-Life Balance Will Keep You Mediocre” or thought pieces about …
The 2025 Colorado Ballot
Every year, the government likes us to vote to approve or disapprove of what it’s doing. Take the larger non-Colorado context out of it, and you might think it’s a government of the people for the people or something like that! As we typically do, this week we’re reviewing ballot measures impacting Longmont and Colorado at large, so you can …
Updates & Q4 Planning
As we wrap up Q3 and look to the outset of Q4, it seems as good a time as any to share a few pointers and give a heads up regarding some of the technology and service structure we’ll be going through in Q4 and into 2026. Today, we’re discussing how to achieve the most successful Q4 planning cycle for …
Welcoming Stephanie Young
This week we are ecstatic to welcome Stephanie Young to our team! Stephanie Young is a Wealth Planner Assistant at My Wealth Planners, where she serves as the support system for the Wealth Planner team and the friendly face who welcomes new and existing clients. Originally from Montana, Stephanie earned her Bachelor’s Degree in Business Marketing from Montana State University. …
A Case Study in Bad Planning
This week we’re doing a technical breakdown of how the financial plan we reviewed on “The Science of Wealth” got to be so bad, and how much harm it actually causes for someone to be given a plan that is not adequately designed to their individual needs rather than being a sales pitch masquerading as a financial plan. If you …