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?
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 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...
Conversations: An Interview with Brian Ursu
Jon Sluis, President of InTrust CPA firm, interviews Brian Ursu regarding his book and his business practice.
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?
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
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
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
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
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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