Welcome to the X.

There was a time in my career when I envisioned building a firm that was national, with offices spread throughout the country and staffed with dozens of excellent planners. While my firm has advisors in multiple locations, it never reached the scope I once imagined.…

If you’ve been keeping up with some of my ramblings, you know that music is a big part of my life once again (after a 50+ year absence). Last year, I began playing with a local jazz ensemble led by the incomparable Ed Palermo (he…

The problem with a lot of ''diets'' is that nobody can stay on one they don’t enjoy. But eating well doesn’t have to mean a boring diet.  My guests today demonstrate how a healthy lifestyle can be easy and enjoyable. I’m joined by two physicians…

Our last monthly Zoom get-together took an unexpected turn. What started as a discussion on the recent podcast with Dr. Amy Aprix about communicating with adult children, blossomed into a discussion of Ethical Wills. For those who are unfamiliar, an ethical will is a document…

For many, life after our careers is a struggle. During our work life, we pretty much knew what our day, week, month and years would be (at least in terms of our activities). But once that’s gone, filling our time meaningfully can be challenging if…

Have you always dreamed of expressing yourself through art but felt limited by a lack of creativity?  Today we explore the depths of human potential and creativity. I'm joined by Michaell Magrutsche, a creativity and awareness educator who embodies the spirit of self-discovery and limitless…

Today we bring you the inspiring journey of Damian White, a 30-something-year-old poet who has triumphed over homelessness twice. From his struggles in San Francisco after graduate school to turning his passion for writing into a published book, Damian's story showcases the resilience of the…

It’s been a challenging last few weeks, starting with two deaths. The first loss was the spouse of a friend and client. While she lived with health challenges, she was a fighter and committed to living a full life. Watching her fall into sickness and…