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The Peter Principle Explains Our Incompetence [Video]  

Do you ever look back and think about the things that helped you get to where you are today? As you move up the ladder within your corporation, or you move from one opportunity to another –even between businesses. How does the Peter Principle teach you to never stop learning — regardless of how high a…

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[Video] Why Your Business Number's Plan Matters

[Video] Why Your Business Number’s Plan Matters

MICHELLE SMALENBERGER, CFP ® In a previous video we’ve talked about keeping the books for your business up to date, including all your income and expenses. Today, we’ll talk about why that matters. Here’s a progression of your business from when you start to the growth mode that you find yourself in. In the beginning…

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Financial Design Studio Chicago Advisor New Habit

[Video] Choose One New Habit And See The Effect

MICHELLE SMALENBERGER, CFP ® Have you ever found yourself with so many things you want to accomplish?  Then you have to figure out how to get started to get those things done. I want to share with you something I noticed recently that affected many other things.  It felt like I was accomplishing many things…

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FINANCIAL DESIGN STUDIO TEACHING FINANCES

Effective Teaching In Honor of Back To School [Video]

Most parents hope their child’s teacher demonstrates effective teaching. In honor of back to school we wanted to share this quote.   “The Mediocre Teacher Tells, The Good Teacher Explains, The Superior Teacher Demonstrates, The Great Teacher Inspires.” – William Arthur Ward What’s true effective teaching? We’ve noticed with clients and our daughter is that…

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[Video] Happy Father’s Day

[Video] Happy Father’s Day STEPHEN & MICHELLE SMALENBERGER, EA & CFP® We wanted to share some things we learned from our dads on Father’s Day! Steve: I can remember a time when my parents dropped me off for camp and my dad saying, “If you want friends you have to be a friend.” My dad…

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[Video] It’s Not About The Checklist

[Video] It’s Not About The Checklist MICHELLE SMALENBERGER, CFP® As much as it’s about the checklist, it’s really NOT about the checklist.  We will be talking about this and exploring what that really means.  We’re really talking about moments with money rather than just checking boxes.  Firstly, let’s look at what this list may look like that we…

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