Stage 2 Planning Partners

Value Creation Blog

5 Ways You’ll Profit From The Phrase Not Yet

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I’ve written a lot about the word no. It’s something I think you need to learn to say more in life. When you say no, you’re building time for you to say yes to the right things.

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Topics: life changes

Put Your Phone Away - Now

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That might be something my wife would say to me. Sometimes I think we’re just too connected to our electronic toys and it gets in the way of our relationships.

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Topics: time management,, spouse, work balance, lifw balance

A Remarkably Simple Truth About Your Investments

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There is a principle in behavioral finance called a recency bias. This is where you believe that what has happened in the past 30 to 60 days will become the new normal.

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Topics: investment management

Discounted Cash Flow Is Evil

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I find it amusing when someone tells me about their business buyer using discounted cash flow as a method to value their business. When I hear this, I know there is a very good chance the buyer is going to get a great deal and the acquisition will financially fail.

If you’re curious about my opinion, then you’ll just have to read on.

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Topics: exit planning

What’s Your Red Velvet Rope Policy

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Topics: Customer Service

Boomers Are You Ready To Simplify Your Life

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Topics: wealth management

Stop Lying To Yourself - Here’s Why You Won’t Delegate

hope-and-expectation1We all know that growing a business is hard work.  Lots of time you have to go against the grain from what you’ve been taught.  Delegation is certainly one of those activities.  Here’s some statements you might have running around in your brain:

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Topics: creating value, delegating, mentoring

Want To Retire…..Manage Your Education

want_to_retireI know, you’ve already gone to school and you feel that you’ve had enough. If that’s what you think, then you’re limiting what you can do with the largest asset you have.

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Topics: retirement planning, retirement, wealth management

Podcast - Philanthropy And Your Children

Today's podcast features Randy Fox the editor-in-chief of the Planned Giving Center.  Randy has been involved in philanthropic activities for over 20 years.  He's known as one of the thoughtleaders in the philanthropic world.

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Topics: wealth management, Children, estate planning, podcast

Case Study - The Best Way For You To Make Your Life Better

make_life_better-1Sometimes you have a business and you know there’s something wrong, but just can’t place your finger on it.  Then, you look around and notice that every time a particular person walks in the room your stomach gets a little tight and you just don’t feel as well as you did before they walked into the room.

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Topics: trust, Mentor, case studies

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