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Value Creation Blog

Josh Patrick

Recent Posts

Be A Giver Of Knowledge

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As you get older, you gain knowledge. When you get older, you also might have the feeling that those younger than you don’t have a big interest in learning what you’ve learned.

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Be Brave... Share Your Wisdom

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As you get older, you gain knowledge. When you get older, you also might have the feeling that those younger than you don’t have a big interest in learning what you’ve learned.

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Topics: wealth management, wisdom, life long learning, sharing wisdom


Lesson I learned From Bill Walton

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I was recently at a conference where the closing speaker was Bill Walton, the NBA star, basketball broadcaster and well known Grateful Dead fan, better known as a Deadhead. Up till Bill spoke, I was thinking the conference was OK, but not great. Afterwards, my entire opinion changed.

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Topics: life changes, creativity, Bill Walton, Living the good life


Stay Curious, Stay Young

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When we age, it satisfies us with where we're at and who we are. Striving moves to the back burner and we slowly move off the stage and start to get ready to leave this life.

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Topics: curiosity, life long learning, new relationships, staying young


Protect Yourself From Declining Health Care With These Easy Tips

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One of the biggest concerns I have as I age is how to protect my health. I will bet that if you’re over 60 years old, this is a concern you also face.

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Topics: wealth, health care, managing health


Want To Be A Creative Genius... Start With Small Changes

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I often read about the creative geniuses in the world like Steve Jobs. If you believe what you read you might come away believing that the only way to be innovative and improve your life is to take giant risks. I want to disagree with that statement. Not only disagree, but vehemently disagree.

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Topics: innovation, changes, small changes


You Need To Learn To Be 10% Happier

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If you hang around the New Age movement at all, you hear the term self-talk a lot. This is the conversations we have with ourselves. We all have them and for many self-talk is really an excuse to beat ourselves up.

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Topics: wealth, the good life, happy, 10% happier


Think About Life After Retirement

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In the wealth management business we help lots of people like you get ready for retirement and then help you afford what you’ll need once you retire. You might have a hard time believing this… the financial part of getting you ready is easy. The hard part is making sure that you stay involved in life and enjoy your retirement once you get there.

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Topics: retirement planning, work after retirement, Saving for retirement, retirement remorse


What Would Happen If... A Magical Question

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Yup, that’s right… this is my favorite question and it should be yours too. Too often we come up with a negative answer for something when we just need to ask a question. The question I want you to ask is “what would happen if?”

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Topics: asking questions, curiosity, what would happen if?, being curious


Do You Have Balcony's In Your Life?

group-of-business-people-standing-on-balcony-M4BDCYQI’ve been thinking about where people start in deciding what they want in life. Too often I see those decisions start in the weeds and not looking from 20,000 feet or as I like to say, in the balcony.

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Topics: decision process, planning, strategy


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