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Welcome to the Integral Wealth Blog! Our posts cover a whole host of important and interesting issues, exploring what it means to be truly “wealthy” and looking at how money affects, overlaps, and integrates with other areas of life. Keep checking in and let us know what you think. We’re glad to have you reading along!

 

Wednesday, May 16, 2018

My love of language grows the more I learn. I am currently studying Italian, and when I was younger I learned to speak German. I have so much fun learning new words that add subtleties to meaning or shed light on the origin of an...

 

Wednesday, April 25, 2018

For many years, I dreamed of going back to school someday. I had enjoyed my time in college so much that I fantasized about being back there. I was certain that one day, if I had enough money, I’d stop working and go back to...

 

Wednesday, March 21, 2018

I’m a financial advisor and a father of two, with one child in college and another in high school. I’ve known for years that higher education costs are rising along with national student debt, which has now reached nearly...

 

Wednesday, February 21, 2018

A little over a year ago, I decided to grow a beard. And, more than just about anything I've done over the past 5 or 6 years, it has gotten a lot of questions—such as “What’s the deal with the beard?” Since it...

 

Wednesday, January 31, 2018

When I ask new or potential clients about reviewing their financial situation, the standard answer is: “I have a plan.” But what they really have is a bunch of “stuff”: an IRA, an insurance policy, maybe a will...

 

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Thursday, January 11, 2018

We live in an overwhelming time. No matter how old you are or what stage of life you’re in, it’s easy to feel stressed out by the world around you. That feeling is often compounded by various stressors in your own life....

 

Wednesday, December 20, 2017

The concept of retirement is hugely prevalent. Many people see retirement as an end goal, believing that “the goal of working is to retire.” When I started in this business, one of the big things I was taught to ask was:...

 

Wednesday, December 13, 2017

A few years ago I happily sent in my last car payment for the car I was driving at that time. I took some time and thought about having done that in the past and how good it felt, and how it didn't feel good when I had to start making...

 

Thursday, November 16, 2017

Many people know the advice to have some kind of emergency fund to cover unexpected expenses or loss of income (and some even follow it!). But few people I know have sinking funds—money set aside for the certain and eventual...

 

Wednesday, November 4, 2015

Part of Integral Life Practice includes something called shadow work. In Jungian psychology, shadow refers to an unconscious aspect of the personality with which the conscious ego does not identify with. Carl Jung said, "Everyone...

 

Thursday, September 17, 2015

The Millionaire Next Door by Thomas J. Stanley has had a profound impact on me. I read it over a decade ago now, and as time goes on I see more and more of what the author was talking about and more and more of the price that people...

 

Wednesday, September 9, 2015

I think by now most people are aware that money is often a huge source of stress in a relationship. I want to talk about this in the context of Integral Theory. In this post, I’ve outlined some thoughts on how different...

 

Tuesday, August 4, 2015

Many of you know that I work hard to live on purpose. I have been very conscious about what I do and do not want in my life so that I can live in a way that brings me closer to what I want. In this process I have made some observations...

 

Tuesday, March 3, 2015

Part of what I hope to do with Integral Wealth is to help people learn to make more conscious decisions about their lives. To live on purpose, especially when it comes to their time and money. I see huge amounts of societal pressure on...

 

Wednesday, February 25, 2015

What is Integral Wealth? It’s the concept that your true wealth is not measured solely on your balance sheets. To be and feel wealthy, you must have some balance of money, health, happiness, and whatever else you may add to your...