Legacy Planning Basics

There is an 89.65% chance that you won’t needThings to Do any of this advice until much later in life. One of youth’s benefits for most Americans is good health and an optimistic outlook on the future. According to a World Health Organization study in 2013, the probability of premature death for Americans aged between 15 to 60 years is 10.35% (13.0% for men and 7.7% for females). That means that 89.65% of Americans that reach age 15 will Continue Reading

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Your Year in Perspective

Your personal story is about to conclude another chapter. Just like being engrossed in a good book, you don’t usually analyze the last chapter because you’re eager to discover what’s next.

Unlike a good book, you’re the author of your personal story. What twists and turns do you want in your future chapters?

During this time of year it’s common for many articles to focus on how to make next year door chartbetter and more productive.  Yet, so few encourage you to understand why this last year counts towards your personal story.

My challenge to you is to slow down and take a look at your calendars from the past year and list out the significant events – good and bad – and define why this last year mattered.

Well-Rounded Success’ first ever exercise is free and if you click this link, you’ll have access to print it to complete on your own.

Disclaimer: It’s important to Continue Reading

Earn That Milestone!

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What do you need to do to reach your milestone? You already know.

Goals, dreams, aspirations, and future accomplishments are in your sights, yet, so many of you let insecurity and uncertainty prevent you from taking necessary action. That very mindset plagues me as well. However, a commitment to persevere can motivate you to conquer one milestone after another.

Disclaimer: You won’t find any tricks in this writing which identify shortcuts to reach milestones any easier. You’ll only find principles to help you along the way. It’s your job to work hard so you can look back on that daunting task that proved challenging and know with pride that you earned that milestone! Continue Reading

The Benefits of Becoming a YoungPro Elite Chapter President

In my businesses, gaining trust is important.download

You don’t gain trust by sitting in your office, waiting for the phone to ring or an email to arrive in your inbox. You gain trust by adding value to the relationships that you intentionally preserve.

I chose to lead this YoungPro Elite Chapter since I’m proactively growing my businesses and searching for new opportunities and clients.

YPE-Logo-VerticalYoungPro Elite also gives me the opportunity to grow professionally.

I’m lucky that numerous mentors, who are older than I am, sit down with me to give me their advice, but there is a lifestyle gap in these meetings. These mentors are mentors because…


Read More at YounPro Elite’s blog by clicking on this link: The Benefits of Becoming a YoungPro Elite Chapter President

Favorites from September

September is nearing an end and this month proved eventful. Here are some other highlights from this last month:

  1. After almost a year of studying and passing numerous module tests, I’m now eligible to take the Certified Financial Planner (TM) exam. Now it’s time to really study!
  2. We introduced the new Well-Rounded Success logo and a graphic that displays the Well-Rounded Success model. Thank you to Jonathan Ronzio for his hard work. Check out his website to see his other work and how he can possibly help you.
  3. A good friend finished the Leadville 100 where he ran 100 miles of trails in Colorado in less than 24 hours! Well, this accomplishment took place in August but I still wanted to share my excitement. A future article will feature his story about how he accomplished this feat.

Denver YoungPro Elite: Second Chapter Meeting

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YoungPro Elite kicked off our second Chapter Meeting and pushed our young professional participants to commit to writing down their personal vision and goals.

According to research Continue Reading

A New Age Hard Worker

A phrase is tossed around with great intentions, yet few truly take advantage of its mantra. You read it on numerous motivational materials which inspire people to follow the message by trusting superstition. Now let’s discuss this phrase:

“The harder you work, the luckier you get.”

You know what many people qualify as hard work? You cold call hundreds of people disrupting their lives or leaving messages on their answering machines. You put your head down to build spreadsheet after spreadsheet with masterful formulas to impress someone that notices, “Wow, you put a lot of effort into this.” Or, you join meeting after meeting where you leave with a perplexed attitude because you ponder why your attendance was necessary.

I mention these three examples of typical “hard work” because how do these responsibilities advance your career?

Hard work comicHard Work Creates …

Hard work means getting tasks done for your Continue Reading

The Most Important Lesson I Learned While Traveling in Peru: Find Yourself

treeThe most exhilarating realization happens when you accept your role in the world. Recently, on an Under30Experiences adventure in Peru, a theme emerged to help me understand myself better:

In order to carry yourself with self-confidence in travel, your personal life, or your career, one needs to tackle a daunting task that makes many people squirm: self-reflection.

To truly understand yourself takes effort through your own…
Read more at http://under30ceo.com/important-lesson-learned-traveling-peru-find/#PGTlKyS7zEAf5sKp.99

What is Well-Rounded Success?

Logo To no surprise, Thesaurus.com explains “Well-Rounded” as excellent. The British dictionary defines “Well-Rounded” as the adjective: full, varied, and satisfying a well-rounded life.

My motto, Well-Rounded Success, motivates me to live each day with purpose and intention. This phrase has inspired me to analyze what’s important to me over the last few months. It is my honor to explain this mission that motivates me and I hope to recruit some other like-minded people to join this journey towards Well-Rounded Success. Continue Reading

The Three Stages of Adulthood

A friend forwarded me information about an upcoming music festival which had one of my old favorite bands as the headliner. I looked at the link and had no desire to go. I quickly reflected, “That was a fun phase.”

My mindset has drastically shifted since those mosh pit days where I now enjoy going to see music with reserved seats. My twenty-year old self would call me out for being a square, but you know what twenty-year old Dan, I ENJOY BEING A SQUARE! I rather sit down and enjoy watching a band play with the Colorado Symphony than bash into other mosh pit participants.phases

Favorite vacation spots, hobbies, hair styles, music tastes, and other daily habits enter our lives with importance and then are nostalgically, or embarrassingly, reflected upon by our older selves.

As said by Dan Gilbert Continue Reading

The Jerk Store Called. They’re Running Out of Me.

You ready for a story? The day after my fiancée and I became engaged, we were driving back home in separate cars. We pulled off the highway and she navigated the traffic quicker than I due to my “grandpa” driving habits. I then became halted in stopped traffic with sirens up ahead in the distance.

I panicked. Is my fiancée hurt up there? I noticed that the far-right lane was moving while every other lane was stopped. In my fear, I cut off one of the moving vehicles so I could witness the reason for the sirens to see if my fiancée was hurt.

oopsTurns out, I cut off a funeral procession. Oops. The person behind me honked and screamed after I cut them off and I now know why. This motorist and the onlookers viewed me as a jerk and I admit, what I did was a very low move. However, my point is that our culture needs to give strangers benefit of the doubt. Continue Reading