Jonathan Greeson Financial Planning

08/12/2026

My latest article in The Buzz Around Wayne County. Enjoy!

08/07/2026

Last Sunday, while watching the WNBA game between Minnesota Lynx & Indiana Feverr, I was reminded of playing my last wheelchair hockey tournament in MN. Looking back, while I was sad that no firms hired me as a financial advisor at the time, there was no way I could do both. I was able to play a game I loved, travel all over the US & Canada, and chase so many dreams with my family. Today, that couldn't happen. My dad is in a facility with Parkinson's, mom is fighting early Alzheimer's, & my body is no longer in "game shape." Fortunately, I don't need to travel in order to be the best CFP Board I can be helping my clients chase their dreams.
Looks like my life is another example of, "God's timing, not mine." He knew exactly what I needed and I wouldn't change a thing.

08/05/2026

For my latest blog post I wanted to keep celebrating America’s 250th birthday, so let’s talk about some of my American role models.

I'm not ready to stop remembering America’s 250th birthday, so let’s talk about some of my American role models

07/19/2026

Confession Time: Last Friday, I submitted my 110th Buzz Around Wayne County article. It’s hard to believe, but Article 109 was the first time my column received public criticism. Arguing in the comment section is pointless, but I do think clarifying the article’s point can be helpful to others.

People typically come to financial advisors in crisis. They have already been berated by their spouse, parents, closest friends, or internet bullies. Clients need to feel safe talking with me. By sharing about my own struggles with spending discipline in the article, I hoped it would bring some comfort for those who need help.

Yes, the critics’ concerns about affordability and taxes are valid, but we can’t solve these issues alone. I try to focus on things we can do, such as practicing the basic fundamentals of financial management.

Companies like Rocket Money, Chime, and Dave “bank” on the fact that most of us don’t practice basic fundamentals. Rocket Money’s current advertising campaign basically says we cannot remember our subscriptions, so they’ll just do it for us. Yes, there are situations where these services are needed. My job is to help you avoid those situations.

Luke 16:10 says, “One who is faithful in a very little is also faithful in much, and one who is dishonest in a very little is also dishonest in much.”

Regardless of the size of our bank accounts, we can always work on improving our financial management skills. Practicing good habits now can help you later.

07/11/2026

ICYMI in my email newsletter, there is some good news on the working while disabled front. It is a step, so please help me keep this issue from getting lost behind other political special interests. Awareness is the key.

As Tom Cruise said in Jerry Maguire, “Help me, help you!” Remember when I shared the paper below? There is some good news on that front! A bill was created by the NC General Assembly in March 2025 that should solve my issues. Please help me convince our representatives to pass SENATE BILL 448. U...

07/08/2026

My latest article in The Buzz Around Wayne County.

07/01/2026

Just wanted to give everyone a heads up, so no one will become a victim.

06/27/2026

My new blog post is about the Carolina Hurricanes and what their Stanley Cup championship can teach us about Financial Planning. Perfect reading material while watching National Hockey League (NHL) draft!

After 20 long years the Carolina Hurricanes are once again the Stanley Cup Champions! What can they teach us about Financial Planning?

06/17/2026

There was a great story on CNBC yesterday about using AI to negotiate home prices. It's important to remember the first sentence of the story: A home, as with all assets, is only worth what a willing buyer will pay.

CNBC's Diana Olick reports on AI's growing influence on housing transactions for buyers and sellers.

06/10/2026

My latest article in The Buzz Around Wayne County is meant to show why financial planning is so important...having the freedom to make your own choices is priceless!