More Than Money
I write about what I’m learning, what I’m seeing in my clients’ lives, and the things I wish more people were talking about when it comes to money.
Topics
How Pro Athletes Can Stay Sharp In-Season (Without Adding Another “Job”)
For pro athletes, in-season focus is everything. Discover how to protect your money, simplify decisions, and stay financially sharp without burnout.
The Ultimate Guide to Backdoor Roth IRAs
Learn how high-income earners can use a Backdoor Roth IRA to build tax-free wealth, avoid common pitfalls, and navigate conversion rules — all explained through Lighthouse Planning’s holistic “more than money” lens.
Avoid These 8 Financial Traps as a Business Owner
Eight common financial traps business owners face — and how to avoid them with clarity, discipline, and a plan that supports the life you actually want.
What “OBBBA” Means for Your Taxes
The new “One Big Beautiful Bill Act” brings major tax changes for high earners, families, and business owners. Here’s what it means for your plan — and what to do next.
Navigating Big Financial Decisions with Clarity
Big life decisions deserve clarity, not urgency. Learn how Lighthouse Planning helps you slow down, align with your values, and make choices you won’t second-guess.
Planning Around a Business, Not Just Inside It
Your business is more than numbers — it’s your life’s work. Learn how Lighthouse Planning helps owners align income, taxes, and purpose for lasting success.
How to Align Your Spending with Your Values
Not in terms of “cutting back” or “budgeting better”—but by asking: Is this how I want to use my money?
Why Even Wealthy Business Owners Need an Emergency Fund
Even high earners need liquidity. Learn why a true emergency fund protects your freedom, not just your finances — and why your business cash doesn’t count.
Let’s work together!