MY Wealth Planners

05/05/2026

This week, we're sharing three practical principles we use to evaluate decisions and provide feedback.

Daniel M. Yerger, Ph.D., MBA, CFP®, ChFC®, AIF®, discusses three practical principles he uses day-by-day to assess credibility and assist in decision making.

04/27/2026

I've written a weekly article since January of 2020, but this week marks the first time I'm publishing on a different platform! We've hired two partner-track planning analysts in the past few months, and as part of that journey (and all our other hiring to date), we've been sharing our recruiting process. This week, we shared on the Nerds Eye View blog the best practices that attracted dozens of high-quality candidates to our small firm's job postings, and why transparency and signaling are two powerful tools for attracting top talent. Thank you to the Kitces team for the invitation to share this toolkit.

When hiring, financial planning firms will seek the best possible candidate for the position. Yet the best candidates don’t appear without careful planning.

04/01/2026

Hello friends, family, and colleagues! I'm delighted to share that today I'm releasing my new book: "Secrets of the Rich: What the Wealthy Don't Want You To Know About Money". This is an in-depth text on the various financial topics and points of knowledge that the ultra-affluent attempt to conceal from everyday Americans. The book delves into the deepest and darkest corners of the ultra-wealthy's secrets to dig up only the most important things they don't want you to know about money.

This is an excellent read for your roommate from college who's always starting a new venture, that client that is always bringing you a tiktok video of the day on tax tricks, and your brother in law who is too deep into crypto for their own good. I hope you enjoy it as much as I enjoyed researching it.

https://a.co/d/04oJVlod