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18 Aug 2025 The Power of Good Decisions

Posted at 18:50h in The Friday Brief by Geoff Hall, CFP®, RICP®

Lately, I’ve been thinking about how much good decisions matter—in every part of life, but especially when it comes to personal finance. Why does it matter so much? For one, good decisions compound. Each one creates a stronger foundation for the next, shaping the opportunities we encounter...

17 Jul 2025 What If You Don’t Know When You Want to Retire?

Posted at 16:24h in The Friday Brief by Geoff Hall, CFP®, RICP®

One of the lessons I’ve learned—and keep learning—as a financial advisor is the importance of asking good questions. But in my early days, I asked a lot of mediocre ones. High on the list was this classic: “When do you want to retire?” I asked it...

05 Jun 2025 Beacon Summer 2025 Reading List

Posted at 13:36h in The Friday Brief by Geoff Hall, CFP®, RICP®

One of the easiest ways to connect with someone is to ask what they’re reading. It often leads to unexpected insights, good recommendations, and great conversation. So, as summer kicks off, we thought we’d give you a peek at what a few of us here...

06 May 2025 A Key Trait for Financial Success

Posted at 14:49h in The Friday Brief by Geoff Hall, CFP®, RICP®

Last week, I was listening to a podcast featuring one of my favorite financial writers, Morgan Housel, when he shared a moment that stuck with me. He recalled asking Daniel Kahneman—the renowned psychologist and co-recipient of the Nobel Prize in Economics—what trait matters most for...