November 17, 2021
If you had 20% more free time each week, what would you do? Most of us could probably answer this question in our personal lives.
Blog Posts
November 3, 2021
Why are you a financial planner? What is the source of your motivation? Understanding what motivates you is essential because it can help you get
October 20, 2021
I’ve been a CFP® for quite a while, but I don’t know everything, especially when it comes to tax laws. It seems like we hear
October 6, 2021
If you’ve spent some time around here, you know that the purpose of Amplified Planning is to train and educate financial planners. I want to
September 16, 2021
When you think about financial planning superpowers, you might automatically assume I’m talking about skills like strategic thinking or investment advice. However, I think the
September 1, 2021
In the financial planning profession, we talk a lot about partnering with our clients. But… Do we really partner with them? Sure, we create plans
August 18, 2021
As you may know, I had my second child in early 2021. After that experience, I felt the need to share my thoughts on what
August 6, 2021
Earlier this year, I turned 35. Every year, I learn something else about myself and the world, but this last year has been especially… informative,
July 28, 2021
In early 2021, I was conducting interviews for an associate planner at my Dallas-based firm, Guiding Wealth. I have to admit, it was interesting to
July 21, 2021
I’ve been thinking about the problems we solve as financial planning professionals. Helping our clients figure out how to save for their children’s college, save
