July 2, 2025
Category: Ideas for Reflection, Jake's Reading List, Joe's Reading List
We often talk about financial growth, protection, and legacy. But a book that’s stuck with me —The Five Types of Wealth—offers a broader, more human lens on prosperity. It defines wealth not just in dollars, but in five key forms: This framework reminded me of the question we often ask our clients, “what are you […]
June 5, 2025
Category: Joe's Reading List, Quotations for Reflection
How the Power of AI Can Transform the Way you Lead. In “More Human”, Rasmus Hougaard & Jacqueline Carter make a compelling case for a more compassionate, self-aware, and human-centered approach to leadership—something that deeply resonates in both the workplace and personal life. You may find this book especially relevant in today’s complex world where […]
May 1, 2025
Category: Future Planning, Ideas for Reflection, Jake's Reading List, Joe's Reading List
Allistair McCaw is a sports performance and mindset coach who has worked with Olympic and World champion athletes and Grand Slam winners. In “Champion Minded”, he outlines how to develop winning standards in both sports and life by teaching you the mindset, habits and discipline of a champion. The book has over 125 lessons and […]
April 8, 2025
Category: Future Planning, Ideas for Reflection, Quotations for Reflection
There is widespread apprehension that as we age, we lose our hearing, sight and balance. We lose our independence and are confined to spend our “golden years” in a long-term care facility. Not an enticing prospect. There is no denying that like the soles of the shoes we wear daily, the cells in our bodies […]
April 1, 2025
Category: Future Planning, Ideas for Reflection, Jake's Reading List
“Everyday Dharma” by Suneel Gupta teaches that fulfillment comes not from chasing success but from aligning daily actions with a deeper sense of purpose. Dharma isn’t about achieving more—it’s about living in a way that feels meaningful and joyful. Gupta outlines eight practices to help integrate dharma into work and life, including setting intentions, embracing struggle, […]