Did you know you can use your Health Savings Account (HSA) or Flexible Spending Account (FSA) to pay for more than just doctor visits or prescriptions? With the right documentation, you can use your HSA/FSA funds to pay for fitness equipment, gym memberships, saunas, and even items like cold plunges. This blog post will show you how to use TruMed to buy these health-related products, and how other...

Financial stress and anxiety can feel overwhelming, affecting not only your wealth but also your mental and physical health. Whether you're dealing with the need to keep up with the Joneses, unexpected expenses, or uncertainty about the future, taking steps to manage your stress can help you regain control and improve your financial situation. Here are practical strategies to overcome financial st...

Today we're talking about an investment that's priceless - your sleep. Here are five key strategies that could help you improve your sleep which directly influences your mindset, wealth, and health. 

1. Stick to a Consistent Sleep Schedule

Just like setting up automatic investing, setting a consistent sleep schedule you don’t need to think about can make life much easier.  Aim for the same bedti...

A growth mindset pushes you to see potential for opportunities in every aspect of life, and being able to develop it is like any other skill -  it takes practice!  Here are five ways to cultivate a growth mindset when it comes to life, wealth, and health:

Cultivate an Attitude of Gratitude

Life: Gratitude in daily life fosters positivity, making you more open to growth and learning from every...

Goal planning is not just about declaring what you want; it's about creating a robust system to ensure you reach those aspirations while breaking free from detrimental habits. Here’s how you can set the stage for both short-term and long-term success:

1. Clarify Your Vision

A goal needs an inspiring vision behind it. That vision helps light the way and keeps you excited about reaching your go...

There are thousands of Mindset books out there, but here are my top 10.

Essentialism: The Disciplined Pursuit of Less by Greg McKeown 

This book champions the idea of achieving more by doing less and focusing on what's truly essential in life and work. Greg McKeown introduces readers to the philosophy of Essentialism, where less but better activities lead to higher productivity, fulfillment, and...

Here are my top 10 Health books that talk about nutrition, exercise, and sleep. I am not a doctor and none of this is medical advice.  It is simply for education purposes only. 

Good Energy by Casey Means

Good Energy argues that metabolic health is the cornerstone of overall well-being, linking it to the prevention and reversal of chronic diseases.

Key Takeaways:

• Metabolism and Health: Op...

Here are my top 10 Wealth book summaries for DIYers.  Some are a bit older, but I believe all of them have valuable lessons.  There are so many golden nuggets to help you develop your own philosophy on wealth and investing. None of this is considered investment advice and is simply meant for educational purposes. 

The Richest Man in Babylon by George S. Clason 

This is the first book I read o...

In today's financial landscape, many people are working with advice-only financial advisors like BWP who offer guidance without taking over the management of assets. This model may appeal to you if you wish to maintain control over your investments while still benefiting from expert financial advice. The life of a DIYer is not for everyone, and if you're considering this route, here are questions ...

As a financial planner, one of the pivotal decisions I have faced is how to structure my business and fee model. After considering each type, I chose an hourly-only, advice-only approach, meaning you pay only for the hours I spend working with you, and I do not manage your assets.  I believe this model is best for DIYers who love to manage their own money!   

Here's why this model aligns best wit...