by Joe Lind | Jun 10, 2025 | Nearing Retirement
As you roll into retirement, one of the sneakier financial choices you’ll face is sitting right in your driveway: Should I lease or buy my next car? Now, if you’re someone who likes to pay cash, drive a car for 10+ years, and name it like it’s part of the family...
by Joe Lind | Jun 3, 2025 | Nearing Retirement
Let’s be honest: most people walk into a retirement planning meeting thinking they need to know the numbers. That’ll come — don’t worry. But the real work? It starts before that, in the stuff calculators can’t compute. Here’s how to prepare for the “what do I actually...
by Joe Lind | May 22, 2025 | Client Service
Written by Greg Beck, Chief Growth Officer and M&A Advisor at FocalPoint Advisory Services , and Joe Lind, CEO at Dinergy Wealth Management In the chaos of an M&A transaction, there’s no shortage of advisors jockeying for a seat at the table—lawyers, CPAs,...
by Joe Lind | May 13, 2025 | Financial Preparedness
Written by Greg Beck, Chief Growth Officer and M&A Advisor at FocalPoint Advisory Services , and Joe Lind, CEO at Dinergy Wealth Management Most business owners think wealth advisors only show up after the sale—when the wire hits and it’s time to figure out what...
by Joe Lind | May 8, 2025 | Financial Preparedness
If there’s one complaint we hear all the time from people coming to us from other wealth advisors, it’s this: “I don’t feel like I was being listened to.” It’s frustrating. You sit down, talk about your goals, and—before you even finish your sentence—you’re handed a...
by Joe Lind | May 6, 2025 | Investing
One of the biggest frustrations we hear from people looking for financial advice? “I walked into a meeting, and they started talking to me like I had millions to invest.” Look, it’s great when an advisor is excited about options. But if those options don’t fit your...
by Joe Lind | May 1, 2025 | Financial Preparedness
We love Nassim Taleb around here. His idea of “antifragility”—systems that don’t just survive stress but thrive because of it—is a concept that hits home for investors, especially when markets are bouncing around like a toddler after cake. The truth? Your financial...
by Joe Lind | Apr 29, 2025 | Investing
We’ve all heard it: “You need to diversify your portfolio.” And yes, that’s solid advice. But too often, it’s followed by a pat on the back and a pie chart of mutual funds that all tank together when the market sneezes. It’s time to stop diversifying in theory and...
by Joe Lind | Apr 24, 2025 | Investing
Let’s start with the obvious: when someone says “the market is risky,” they’re not wrong—they’re just not being helpful either. Because “market risk” is like saying “the weather is bad.” Is it raining? Hailing? Sharknado? Let’s break it down like real...
by Joe Lind | Apr 22, 2025 | Investing
We live in the age of “track my pizza in real time.” We get twitchy when Amazon takes more than two days. And yet, somehow, we’re expected to be patient when it comes to investing? Yeah, that’s a tough ask. But here’s the thing—patience isn’t just some Zen-master...
