Listen: Your Life, Simplified, Podcast with Mariner Wealth Advisors: Transcript: George Fernandez: Thank you for downloading this episode of "Your Life Simplified". My name is George Fernandez, and I'll be your host for this episode. Here at "Your Life Simplified", we strive to bring you relevant and timely topics...
Slaying the Emotional Dragons Lurking Inside Every Family Business
Once Upon A Time … there was a handsome young prince who married a lovely brunette actress … *** It sounds like the beginning to a beautiful story. Yet, when Prince Harry announced that he was stepping down from royal life, the world seemed shocked. So did the Royal family and their advisors. But, should...
Grief, Loss, and Owners on the Brink
“I can’t take it anymore!” Ed shouted into the phone when I answered. He was understandably exasperated. This was the third time his client, Walter, had threatened to blow up the deal he’d been working on for months. “He told me he’s not sure he wants to sell the business anymore. Can you believe that? We’re set...
Where in the World Have You Been Lately?
“Where in the world have you been?!” Gerry asked me. “I’ve missed hearing from you and was worried somehow I got dropped off your newsletter list.” Where have I been? The same place we’ve all been – at home! But, I’ve been in another place, too. A more introspective space, trying to make sense of all that is...
The Thread & The Throughline
There’s a thread you follow. It goes among things that change. But it doesn’t change. People wonder about what you are pursuing. You have to explain about the thread. But it is hard for others to see. While you hold it you can’t get lost. Tragedies happen; people get hurt or die; and you suffer and get...
Will You Know When It’s Time?
“Now just feels like the right time,” said Steve Croft (age 73) on Sunday as he announced his retirement after 30 years at the CBS News show 60 Minutes. He said he’d been considering when to retire at the end of each of the past four seasons and knew it was finally time. Hearing him say that he wanted to leave...
The Power of Revealing Who You Are and What You Want
“Finally. At least now I don’t have to go on pretending anymore that it’s really what I wanted to be doing. Now I can finally do what I WANT to do.” That’s what my client Lon said after his business sold. I wasn’t surprised that, after the initial shock of the transition wore off, what he felt was relief....
The Antidote to Burnout – It Isn’t What You Think It Is
"I'm burned out," Mitch told me. "Work shouldn't suck this much." "How much SHOULD it suck?" I asked him. I suggested he check out this humorous video about careers and burnout . It would be funnier if you didn't see yourself in it, right now. Children dream about their futures, they imagine things they can do to...
Something Worth Standing For
This week, conversations with clients have often veered into their views on the controversy surrounding NFL players "taking a knee" while the national anthem is being played. I'm less concerned whether they think the players should or shouldn't be doing it, or whether they think the President should or shouldn't be...
What Harvey Can Teach Us About ROI, Benchmarks and Metrics for Investing When Tragedy Strikes
The callous use of a common phrase in someone else's blog on Tuesday shocked me. The writer used the common acronym "ROI". But he couched it as "Relief on Investment" in describing how to choose a charity to support victims of Tropical Storm Harvey, which has just devastated south Texas. My anger flared. How the...