Learning, building, mentoring, living.
When you stop to think about someone who is financially successful you might think of luxury, a certain amount of money in the bank, perhaps a particular way of dressing or a specific type of car. In my work with diverse people who want to get better at finances, I can tell you that these... Continue Reading →
In this piece I walked you through 4 levels of Financial Maturity and the practical steps to take in each. To know in which level you are, you can take my quiz here. You will get the results immediately. After that, you can come back to this artcile and explore the ideas and steps in... Continue Reading →
Financial maturity goes beyond monetary success; it encompasses emotional alignment with one’s values. True growth involves understanding and evolving through earning, saving, investing, and sharing while enjoying life’s results and legacy.
How High-Stakes Choices Take Shape This article is an adaptation of a presentation I gave at ProductTank Tallinn on January 28, 2025. It was first published in tpg.ee on February 20th, 2025. Decision-making is at the heart of product management. Whether we enjoy it or not, the ability to navigate high-stakes choices is what drives... Continue Reading →
How ironic, I think in hindsight. I am home, making myself breakfast. I try, for the umpteenth time, to draw a heart of milk in my coffee. Some sort of shape comes out. It's imperfect. It works as a reminder to myself: Embrace imperfection. Life feels smoother when you do. As I am doing and... Continue Reading →
In a recent financial mentoring session I was helping the client decide how to build her portfolio. We did the profile analysis, to understand her risk tolerance, we looked at the different instrument options and it was time to make decisions. When I asked how she wanted to divide her money into those different options,... Continue Reading →
Last summer I started craving ice. Was it the temperature? That's what I thought. Then I found myself eating a whole tray of ice in the middle of winter days. By March I went for a medical checkup. I had read somewhere it could be a sign of anemia. An issue I've had before. The... Continue Reading →
One of the most unique experiences I’ve had recently as a financial mentor was when I was offered to coach a financial advisor. I was a bit afraid. The essence of my mentoring is based on the fact that financial challenges are rarely a problem of numbers, and mostly a problem of the heart. Yet,... Continue Reading →
A satisfying life is not the same as a glamorous life. It can be a good cup of coffee… It can be intellectually stimulating work… It's good times in good company… And a fine walk in the park. A satisfying life is a wealthy life. One where wealth is built in the little moments and... Continue Reading →
During at networking event yesterday which took place at a gallery the host proposed the following activity: In small groups each member would think of an important question we were grappling with in our lives or businesses. We'd then grab a number from a bag -bingo style-and head over to the painting marked with the... Continue Reading →
