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 when the markets get rocky.  ...
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:...