The First Meeting

The First Meeting

  Meeting with a financial advisor for the first time can feel intimidating. In this video Brian gives you an idea of what you can expect during a first meeting with Intentional Wealth Advisors....

What do YOU want?

What do YOU want?

All I want is a new paddle for my stand-up paddle board and a new bike.  Is that too much to ask for?  Apparently, it is. Last summer, a friend loaned me his very nice carbon fiber paddle to try out while I was paddling on my board.  Previously, I would have told you...

Market Volatility

Market Volatility

  Market volatility is scary. We get it. The last thing you want to do is lose a large portion of your nest-egg when you're in the retirement red-zone. In this video I'll share with you 5 tips for...

Spark Joy

Spark Joy

What brings you joy?  We have all had a long time to ponder this question in the last year and I think it is one that is worthy of our collective pondering.  I’m not necessarily talking about what you missed the most in this last year, which is a great question and...

Why Video?

Why Video?

It is no secret that 2020 has shaken the foundational nature of how businesses operate. Change has become a staple in not just our line of work but in everyday life. This year we want to change that narrative by offering a new way to connect and communicate: video....

How to Make a Wealth Transfer Plan

How to Make a Wealth Transfer Plan

Baby boomers are already in the throes of the most significant wealth transfer in history. Over the next 25 years, they are expected to leave $68 trillion in wealth to their heirs. But you don't need to be older to need a wealth transfer plan, nor do you need a large...

Freedom in a Basket

Freedom in a Basket

Recently, I came into the possession of my very first family heirloom.  Long story short, my mom needed to move to a new location and as a consequence she reluctantly had to offload a few more items for us to store.  Since we are packrats and seem to be unable to...

Hugs, Handshakes, and a Cup of Coffee

Hugs, Handshakes, and a Cup of Coffee

I have previously written and I know it to be true that we will return to normal at some point in time.  That point seems elusive right now and I feel like a runner approaching the finish line of a marathon only to learn that they have added an indefinite number of...

Best Books of 2020

Best Books of 2020

Nothing like a global pandemic to want to escape in a good book.  You know I read a lot, but in 2020 I exceeded even my own expectations and eclipsed my goal of reading fifty books by reading 60 in one year.  I found it to be a wonderful way to escape the barrage of...

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