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How to Uncover Your “Aha!” Money Moments  

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Podcast with Rick McDonald discussing a-ha or epiphany moments when it comes to managing your money: “An a-ha moment is when all of a sudden, you get what it is you’re supposed to do with a portion of money, and you see that pathway to having that goal, that vision come into fruition. And all of a sudden, there’s clarity of purpose. There’s more objective. It’s purposefulness.

How to Talk About Money With Your Family

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Podcast with Rick McDonald, President of U.S. advisory group, discussing why it’s hard to talk money with your family, and how US Advisory can help: “See, it’s not talking about the money. It’s talking about the family in a way that is insightful. That it creates pride, creates ownership of being part of this tribe. That begins to develop a nurturing sense of using the wealth of the family, both familial, spiritual, intellectual and monetary in a way that’s helpful, useful, productive for the family, responsible for the family.”

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