Hey I have more good news!We found more tax rebates! lol. (We're on a roll here!)The face I make when I find more money for people and take it legally out of the governments pockets.I wanted to share a helpful service from a family friend that could...

I noticed something in my time working with businesses...Most business owners don’t realize their bookkeeping is broken until it starts costing them real money.Not because they’re lazy. Not because they don’t care. But because they’re busy running th...

I saw something on my phone today that pretty well blew my mind. 😲The Google AI alerted me to the fact that I was double paying for YouTube Premium. (Good job Google! I don't ever double pay for anything!) The error was because I recently upgraded m...

Hey I just recorded what might be the greatest podcast interview I’ve ever done.And I don’t say that lightly. I've done lots of interviews over the years.I went deep on personal finance, investing, money mistakes everyone makes, the secrets of the 1%...

Hey I know the headlines lately have been focused on how AI might "replace" human roles. It’s a natural concern whenever a massive technological shift occurs, but I want to share some data-backed thoughts on why this isn't a signal to worry—it’s a si...

A 92-year-old woman and her son recently asked me to help her with her taxes and overall financial situation.At first, it seemed like a simple tax filing.But when I reviewed her return, I noticed something important: she had not claimed a property ta...

So I had a pretty mind blowing insight over the weekend...I don't think you're going to like it. But I feel called to share it with you... But Truth is one thing you can count on me for. Especially Financial Truths. Ones that change the way we earn...

Hey When was the last time someone actually reviewed your past tax returns to make sure you didn’t overpay?Not just filed them — but strategically reviewed them?Because here’s what we’ve been seeing more and more this year:👉 People overpaying taxes...

Announcing Our First Ever Clients of the Year!Javier and Melanie Becerra!This couple went from financial stress to full financial control… in months.We are blessed to work with a lot of wonderful people... And I love it when people see results. Noth...

Hey there,Quick story for you today.Years ago I learned something that ended up changing my life in a way I didn’t expect. It wasn’t a financial strategy, a business framework, or a productivity system.It was a meditation. A meditation to reconnect w...