05/02/2026
We ate, we drank, and we were in bed by 10:30. That’s a win in my book.
Financial planning and Investment Management for young professionals to retirees. We help with inves
05/02/2026
We ate, we drank, and we were in bed by 10:30. That’s a win in my book.
I’m still alive! Apparently it takes Federal Reserve news to get me to post. Here’s why last night’s Fed news matters.
11/21/2025
Such a great event! Thank you to the Kentucky Nonprofit Network for hosting and to Stephanie with 100 Degrees Consulting for making things understandable.
11/11/2025
It’s been fifteen years since I enlisted, but it feels like a lifetime. I don’t miss the Army but I definitely miss the people. Looking back, I should have taken more pictures…and bought a better camera.
11/08/2025
Who says learning can’t be fun? I had a blast going through .philanthropy ‘s Fundraising for Small Nonprofits course this week and I learned a lot. Beyond the learning, I got to hang out and learn from a group of nonprofit leaders who are doing fantastic things for the Commonwealth.
Plentiful Wealth 2.0 is here! Our mission: Save Kentucky nonprofits $1M+ in fees over the next 2 years.
We're cutting investment management fees by 72% (just 0.35% max vs. the 1.29% national average) so nonprofits can put that money toward their mission, not fees.
Plus, non-profit specific services like:
✓ Planned giving support for long-term sustainability
✓ Governance guidance
✓ Treasury management to maximize every dollar
✓ Processing stock donation gifts for our clients
✓ Board and leadership education for better stewardship
Know a nonprofit that could benefit? Let's connect.
Take our free Portfolio Stewardship Audit at https://plentifulwealth.com/portfolio-stewardship-audit/
10/22/2025
Plentiful Wealth 2.0 isn’t about retirement, but that doesn’t mean anything is changing for my current clients.
I was driving to a client’s house earlier today when I ran across the Charles B. Jarrell General Mercantile. I’m not usually a selfie guy but I made an exception for this.
10/21/2025
Big changes ahead. Plentiful Wealth v2.0 is launching next week and I can’t wait to share more. Think…same firm, bigger impact.
09/07/2025
What a great weekend. From math problems with J to last night’s Blue and Gold Gala, it was such a fun time. I got to catch up with folks I haven’t seen in years and support a great cause. Thanks to for the invitation and for putting on such a great event.
I'm not a fan of the 4% Rule in retirement. Here's why and what I use instead.
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