Issue #69: Time for Life Catch-up

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Welcome to Issue 69 of our newsletter! As we wind down from a series of intensely focused investment discussions, I thought it’d be refreshing to switch gears a bit. This issue is all about catching up—like grabbing coffee with an old friend to chat about the latest happenings in our lives and sharing exciting future plans.

From updates on the kids’ soccer adventures through the whimsical Midwest weather to insightful networking experiences and upcoming travel escapades, we’ve got a lot to cover. And, of course, we’ll peek into what’s buzzing around the No BS Wealth community.

So, pull up a chair, pour yourself a cup of your favorite beverage, and join us in this laid-back journey through the first quarter’s highlights and what’s brewing on the horizon. Let's reconnect and make this dialogue a two-way street—your stories and insights are just as important as the updates we share here. Let's dive in!

Personal Life Update

Life on the Home Front: Soccer Seasons and Midwest Winds

Spring has sprung, and with it, the soccer season is in full swing for the boys. For those of you not braving the unpredictable climate of the Midwest, let me paint a picture: one day it’s a balmy 80 degrees with a breeze that feels like a hairdryer on high, and the next, we’re bundled up against a chilly 30 degrees, with winds that would give Chicago a run for its money—think 40 to 60 miles an hour gusts!

Watching the boys grow through sports is nothing short of a rollercoaster. There’s the thrill of them scoring a goal, the grit it takes to keep pushing when they’re not the star player, and the sheer determination to improve. As any parent in the stands knows, it’s a mix of pride, anxiety, and a whole lot of cheering. Seeing them learn to navigate both victories and losses is as rewarding as it is nerve-wracking.

And let’s be honest, trying to keep your coffee from becoming a splash zone while cheering on the sidelines is probably the hardest sport of all!

So, to all you parents out there watching your little ones on the field (or court, or pool), here’s to celebrating those small wins, like every time they get back up after a fall, and the big ones, like when they make that game-winning shot. These are the moments that remind us of the resilience and joy of childhood—wind or shine.

Networking and Professional Growth

From Tweets to Meets: The Power of Real Connections

This year, I had the pleasure of attending the Shift conference, an amazing gathering that bridges the gap between online connections and in-person interactions. The experience was nothing short of enriching, as I finally got the chance to meet faces that were once just familiar avatars on my Twitter feed.

Among the crowd were some incredible individuals like Dr. Preston Cherry, Jess Bost, Ashley Quamme, and many others whom I've interacted with virtually for years. Putting a real face to those digital interactions transformed our conversations, deepening our connections and aligning our visions even further.

The breakout session I led with Larry Sprung was particularly rewarding. We dove into how the no-nonsense approach of our No BS Wealth community could synergize with practical client solutions, fostering not just financial growth but also genuine community engagement.

And guess what? The feedback was clear: "You should speak more!" So, it looks like I’ll be hitting the podium more often, sharing insights and truths about finance in the most straightforward and transparent manner possible. My commitment remains to peel back the layers of financial jargon and present you with the real deal—no fluff, just facts.

Stay tuned, as more speaking engagements mean more opportunities to meet some of you in person! I'm excited to share not only my knowledge but also to hear your stories and learn from your experiences. After all, every interaction is a two-way street.

Speaking Engagements and Public Speaking

Taking the Stage: Amplifying Our Voice

This year has sparked a renewed passion for public speaking, thanks to the overwhelmingly positive reception at recent conferences and workshops. As we stride deeper into the year, the call for more speaking engagements has been loud and clear, and I’m all geared up to answer it.

Why Speak More?

The reason is simple: I believe in the power of a unique, candid voice in the crowded world of financial advice. My approach doesn't sugarcoat or sidestep; I tackle financial realities head-on, whether they're good, bad, or indifferent. This transparency isn't just a preference—it's a necessity for true understanding and effective decision-making in finance.

Upcoming Engagements

Looking ahead, I'm excited to explore more opportunities to share insights and engage with audiences across various platforms and events. Whether it's discussing the intricacies of investment strategies, the impact of economic changes, or simply how to manage personal finances better, I’m ready to bring our no-BS philosophy to more listeners.

Engage With Us

And it’s not just about listening—I want to hear from you, too. What topics are you itching to understand better? What financial myths do you find baffling? Your questions and feedback will help shape the content of these talks, making them as relevant and impactful as possible.

A Personal Invitation

So, if you find yourself at one of these events or if I’m speaking in your city, come say hi! Let’s have a real conversation. Your insights and stories are invaluable, and who knows, they might just be the highlight of the next talk.

Upcoming Travel Plans

Adventures Await: Family Fun in National Parks

Summer is just around the corner, and with it comes the anticipation of family trips and the joy of exploring new places together. This year, our travel plans are especially exciting as we're set to visit Yellowstone and the Grand Tetons, followed by a relaxing week in Denver with family and friends.

Share Your Stories

I’d love to hear about your travel plans too! Where are you heading this summer? Any hidden gems you recommend? Let’s make this a summer of sharing our travel stories and tips. Who knows, your suggestion might just be our next destination!

Business Updates and Expansion

On the Brink of Something Big: Our Business Growth

As we bask in the excitement of upcoming travels and family fun, the gears of our business continue to turn, bringing us closer to some major milestones. Here's a transparent look at where we stand and the exciting directions we are heading.

Approaching Capacity: A Good "Problem" to Have

We're nearly at full capacity—a testament to the trust and relationships we've built over the years. Currently, I'm juggling a few final proposals, and if these go as planned, we'll be hitting our max, meaning we won't be taking on new clients until later in the fall. It's a bittersweet spot to be in, as it marks both an achievement and a reminder of the need for careful planning and scalability.

Personal Milestone: Towards Financial Independence

On a personal note, this growth is more than just business numbers; it’s about achieving a long-term family goal. We're tantalizingly close to reaching a point where my wife, Michelle, can step back from her corporate role, allowing us more flexibility and family time. This shift is not just about reducing her workload but about reshaping our family’s future, focusing on what matters most to us.

Clearing Old Debts and New Beginnings

We're also on the verge of clearing the last of our past debts, which were tied up with old partnerships. It’s like finally shaking off the last bits of a long winter, and it feels freeing. This cleanup is crucial as it allows us to move forward with a lighter load and a clearer vision.

Innovating Our Tools and Services

Looking ahead, I’m exploring new tools and strategies to enhance our services. From integrating advanced AI to streamline operations to expanding our digital content, every step is about enhancing efficiency and engagement. I'm particularly excited about the potential of these technologies to transform how we interact with you, our community.

Inviting You Into Our Journey

As we navigate these changes, your input and feedback are invaluable. I encourage you to reach out, share your thoughts, or simply catch up. Whether it’s discussing potential improvements, exploring new business tools, or just sharing a coffee chat about life, your engagement makes this journey richer.

Community Building and Networking

Expanding Our Circle: Building a Trusted Network

As our business edges closer to its capacity and as personal milestones start to reshape our daily lives, another exciting development is taking shape in parallel: the growth of the No BS Wealth community. This initiative is about more than just business growth—it's about creating a space where trusted professionals across various industries can connect and collaborate.

Why Build a Community?

The idea sprang from a simple need—many of you expressed that finding reliable professionals outside the financial sphere can be a daunting task. Whether it's needing a contractor, an interior designer, or support from specialized clinics, the challenge is always in finding someone you can trust. So, we thought: why not leverage our network to help our community?

A Network of Vetted Professionals

I’ve been meticulously vetting partners not just within our direct financial services but across different fields. From marketing firms to autism clinics, we're curating a list of professionals who aren't just excellent at what they do but share our ethos of transparency and quality service. This directory is designed to be your go-to resource for when you need professional services, backed by the trust and integrity of the No BS Wealth community.

Interactive and Supportive

We envision this platform as a vibrant, interactive community. It’s not just about business transactions; it’s about building relationships and offering mutual support. You'll be able to engage with professionals, ask questions, and even discuss potential collaborations. It’s all about making connections that matter, both professionally and personally.

Join Us and Grow Together

If you're curious about the community or have suggestions for services or professionals you'd like to see included, don't hesitate to reach out. Visit our website at No BS Wealth Podcast to explore further and join the conversation. Your feedback and participation will help shape this into a truly collaborative and supportive network.

Conclusion

Embracing Change and Inviting Collaboration

As we wrap up this issue, it's clear that we're navigating a period of significant growth and transformation—both personally and professionally. From the soccer fields to conference halls, from national parks to the thresholds of capacity in our business, every step is part of a larger journey. And you're an integral part of this narrative.

Your Role in This Journey

Your engagement and feedback have been vital in shaping the direction of our endeavors—from enhancing our business operations to expanding the No BS Wealth community. As we continue to evolve and adapt, your insights and stories enrich our collective experience and ensure that our growth is not just in numbers but in depth and quality.

Stay Connected

I encourage you to stay engaged with us. Visit No BS Wealth Podcast to catch up on episodes, join discussions, and become part of a growing community that values transparency and straight talk. Your participation makes all the difference, transforming this newsletter from a monologue into a meaningful dialogue.

Let's Hear From You

As we look forward to the topics and travels the next issues will bring, I am excited to hear more about your own adventures and insights. What challenges are you facing? What successes have you celebrated recently? Let's make this newsletter a platform for sharing those stories and learning from each other.

In closing, thank you for being with us on this journey. Your stories, suggestions, and feedback not only guide us but inspire us. Let’s continue to grow together, build lasting relationships, and create a community that supports and uplifts its members. Until next time, let's keep the conversation going and turn plans into action.

Thank you for reading, and here's to another month of adventure, growth, and community. Cheers!

Next Issue Teaser: (Issue #70)

Issue #70 will kick off with a provocative theme: "Retirement is Hogwash." We'll delve into why the traditional notion of retirement might not just be outdated but could be an outright myth in today's fast-paced, ever-evolving world. Whether you're years away from the conventional retirement age or right on its doorstep, this discussion will challenge your assumptions and perhaps inspire a whole new outlook on how you approach your work and leisure years.

So, buckle up and prepare for a lively debate in our next issue!

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