Trauma of Money

Trauma of Money

My wonderful colleague Sarah recently graduated from a professional development program called “Trauma of Money”. The course looks at the intersection of human psychology and finance. I’m excited to have her guest write this month’s newsletter as she shares her...
I have something I need to talk to you about…

I have something I need to talk to you about…

“Hi Ryan. I hope you’re doing well. Let me know when you’ve got time for a call. I have something I need to talk about with you. Thanks, Rob” – Jan 23, 5:33pm. Never have I written a article that I wanted to write so much, but couldn’t bring myself to do. This one has...
Taking the High Road with your Money

Taking the High Road with your Money

July was a fantastic month for my wife Bridget and myself, as we finally managed to take our “buck list” trip to Scotland that we had planned for our 20th anniversary.  It was a trip with some special meaning – years ago, Bridget and I met in music school at...
A Will of Temporary Resort

A Will of Temporary Resort

Happy July everyone, it’s Sarah here! While Ryan is off in Scotland this month, I’ve taken over the newsletter to share some personal insights on a recent experience with digital will planning platforms. I know all too well how quickly life changes because...