Appian Wealth - Northwestern Mutual

10/10/2026

Let’s embrace wellness as a priority in our daily lives, taking the time out to remind us all to be kind, both to ourselves and to others.

10/09/2026

🌵A little family adventure out West!
Josh and his family recently explored Saguaro National Park in Arizona, taking in the beautiful desert scenery, incredible cacti, and some quality time together. From scenic hikes to making memories with their little one, it was a trip to remember! ☀️🌄

10/05/2026

You’ve worked hard for your money—don't let fraudsters cheat you out of it. http://spr.ly/6185BGuxWZ

09/28/2026

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk about ways to create flexibility and confidence for whatever retirement brings. http://spr.ly/6181BGdYIv

09/25/2026

This weekend, Josh had the chance to drive three iconic supercars: a Porsche 911, Ferrari 488, and Lamborghini Huracan.

While most financial conversations focus on numbers, the bigger question is often: What are those numbers meant to accomplish?

What’s on your bucket list? A once-in-a-lifetime trip? More time with family? Learning a new skill? A dream car?

Take a moment to think about what would make this a phenomenal year. We will help you plan to get there!

09/24/2026

Teaching your kids about money is one of the greatest gifts you can give them—and it’s easier than you think. From understanding needs vs. wants, to building credit and investing, there are simple lessons for every stage of childhood that set them up for lifelong financial success.

09/22/2026

The best age to buy life insurance may surprise you. Reach out if you’d like to learn more.

Your age and health influence premiums, approval, and policy value. Find out when it’s best to buy a life insurance policy.

09/22/2026

Money stress doesn't just affect your wallet. It affects your body. According to Harvard psychiatrist Dr. Robert Waldinger, avoiding these kinds of stressors only makes the anxiety grow. Having a financial plan helps reduce those feelings and sets you up for the life you want to live. That’s the kind of relief I help people find. Let’s connect.

09/21/2026

Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-end deadlines. Reach out to me, and we can build a personalized plan together. http://spr.ly/6189BGJfuT

09/17/2026

For the most part, getting married is beneficial when it comes to Uncle Sam. I can help work through the details as you and your partner build your life together and plan for the future. https://www.northwesternmutual.com/life-and-money/tax-benefits-of-marriage/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-taxes_field&utm_term=tax-benefits&agentid=0C3446