Dec 4, 2025
I've found a surprising overlap between being a parent and serving as a wealth advisor. As the dad of teenage triplets plus one, I know firsthand how both roles bring their share of chaos and noise.
Whether I'm spending weekends at humid, high-energy swim meets supporting my competitive swimmer daughter, or helping families navigate a financial landscape filled with political turmoil, inflation, and AI uncertainty, the challenges are real—but so are the rewards.
What I've learned is that hope keeps us coming back, both as parents and advisors. Being around fellow swim parents reminds me of the importance of community, and how being a calming influence is vital—whether for a child after a tough meet or a family facing big financial decisions.
Drawing inspiration from experts like our resident therapist, Dr. Jennifer Dragonette, and my friend Hal Hirschfeld, author of "Your Future Self," I explore how stepping back, keeping perspective, and focusing on growth can help us turn lemons into lemonade.
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Resources Featured in This Episode:
Finding Harmony in Life, Work & Family: Reflections
Every Dollar is a Choice: Parenting & Building Families with Conscious Spending
Breaking the Busy Stereotype: Redefining Time Management for Parents