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
Trump Accounts: What Parents Need to Know
A plain-English guide to Trump Accounts for parents, including the $1,000 federal contribution, investment and tax rules, how they compare to 529 plans and Roth IRAs, and when funding one may—or may not—make sense.
Investing With Intention (Part 1)
An evidence-based investment philosophy for aligning your portfolio with your real life. Learn how Lighthouse Planning uses time horizons, risk, and planning-first portfolio design to help clients invest with intention.
The Uneasy Reality of Investing During Conflict
Markets move through uncertainty, even in uneasy times. A grounded perspective on investing through volatility and conflict.
You Signed the Contract… Now What?
A financial playbook for professional athletes after signing a contract. Learn how to manage cash flow, protect your wealth, invest wisely, support family, and build a life that lasts beyond the game.
Everything I’m Doing to Financially Prepare for Our First Child
In this practical, personal guide, I share everything my wife and I are doing to financially prepare for our first child.
Predictions, Sports-Betting, and the Real Game of Wealth
Rethink the role of predictions, sports betting, and market timing. Learn how real wealth is built through disciplined investing and long-term financial alignment.
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.
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