Financial Planner Meeting

Today we had our bi-annual meeting with our financial planner, Jim, to discuss our personal finances.  These meeting are always wonderful.  We have a good relationship with him and we always have great discussions, even outside of the realm of our finances.  He started our meeting picking our brains for advice on how to cook the perfect steak.  I know, every man thinks he has the magic key to cook when it comes to a grill, but they have nothing without a Big Green Egg.

Meet the Family

Meet the Family

I speak the truth.  We have been to so many prestigious steak houses and I can’t say those places aren’t good, but it is extremely hard to replicate it at home.  You need something that can get MEGA HOT, like 900 degrees, and the Egg can!

show me the money

Great movie.

So we told him about our Egg and our experiments with a variety of foods on it, from baking goods to smoking meats to searing steaks.  At the end of our meeting he said I gonna buy a Green Egg today!  I am not kidding when I say this is literally the 5th Big Green Egg we have sold, we are not a dealer so we didn’t actually sell them, but really we should totally be making some commission by now!

Aside from all our talk about the Egg we spoke briefly about the status of the business.  We are both a little disappointed with the launch of this business, it just seemed like there was no fire to get the ball rolling.  Purchasing equipment was a big hold up, actually it was the main reason we could not do anything.

Jim is a great person to get you fired up about something you are passionate about.  I don’t know if he is excited for the prospect of us making more money, which he would be in charge of so he would make more money?!?  Or that he is genuinely excited to get this business on the roll because he believes in us and wants us to succeed.  I am pretty sure it is the latter.  So when we left the meeting I was, of course, super pumped up about next season!

The main purpose of this meeting was to review of finances and make sure we are on the same page with what he is doing for our money.  All of our stocks are doing well and we are planning for retirement at a moderately aggressive pace.  He had some minor suggestions for the transfer of various stocks to maximize our pay-back  other than that everything was good.  We are at the time in our life when we are considering children and he suggested we start contributing to a 529, Louisiana’s College Savings Plan.  It is apparently one of the best in the nation, can’t say that too often in Louisiana…so we’re proud!  If you need more information the link is below.

https://www.startsaving.la.gov/savings/overview.jsp

I have been reading many blogs lately on business, start-ups, inspiration, and personal wellness.  All of them are related in some way, in the big picture.  Today, I found myself googling local business competition in our area and saving their websites to my bookmarks.  I think it’s a good idea to check-in on the competition from time to time, so why not make it easier for me!

Whenever I’m at the computer for no real reason I, of course like many others, end up on Pinterest.  While staring blankly at my Pinterest feed, scrolling in a zombie like fashion, I stumbled upon a wonderfully insightful blogger.

Portrait of pretty young business woman smiling

I was particularly interested in her post about the 10 skills you need in business.  I have seen post like this a number of times.  It’s like everyone basically says the same thing over and over again with different pictures to get you to keep reading.  I like her though, she seems real.  I’m pumped up about everything she has wrote.  I want to take the reins and jump into the business again with full force.  So I have decided to do everything I can to make these guys successful for next season.  I need to get all the planning done ahead of time so they are not worrying about what event is coming up soon.

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