OverShare Advice and Planning, LLC

03/14/2026

Always enjoy teaching at the University of Chicago’s Booth School of Business Executive Education programs. It was a great week!

02/02/2026

SUPERCROSS!! Historically, I have not been a fan of the three race format, but Saturday’s supercross 450 race was most exciting! Glad to be there with friends for practice and the night show. Took a pic with my friend Che and as we left the paddock. Watched that dude moto since he was a kid at LL’s and now it’s great to watch AC on the RDL broadcast!

10/13/2025

Golf.

04/11/2025

Roger Ibbotson has been a long-time researcher and author. I grew up in the business using his reference material and appreciating his writings. It was great to visit with him in Austin. We didn’t talk finance. Instead we talked about family. He shared about his two boys and their families. It was a great visit!

03/06/2025

Quick trip to downtown Dallas this week for an Institutional Investor conference. It’s always good to learn from others. This photo was of a session about alternative investments for wealth management clients. Thanks to the Chartered Alternative Investment Analyst Association for helping to host! I have been a member for almost 18 years.

01/17/2025

Great visit to the Federal Reserve Bank of Dallas this week. Discussions and review of the U.S. Economy with highlights all about Texas. I can’t take photos of all the good stuff but it was a solid session. 2025 has begun!

10/23/2024

All moto, All weekend! Thanks to the folks at near Palestine, Texas for the great track and beautiful facility. Awesome time with friends!

12/29/2023

Are you ready for 2024? We talk about opportunities for your financial planning moves, thoughts on investment portfolios and more all in this video. Link in our Instagram bio. Subscribe to our Youtube Channel youtube.com/ to stay in touch and watch when you are ready. #2024

07/15/2023

Whether you inherit an IRA from a spouse or non-spouse there are important steps to execute as an heir and details to address along the way.

As the population in the U.S. grows older, it is becoming increasingly common for individuals to inherit retirement accounts from their family members

07/05/2023

When receiving an inheritance, you’ll likely experience a flood of emotions. However, you have many options when it comes to being a good steward of your inheritance and you shouldn’t make these big decisions alone.

When you receive an inheritance, you may experience a gamut of emotions. You’re saddened at the personal loss that has led to pecuniary gain. You’re h

06/25/2023

You may have spent decades accumulating a high net worth, but when it comes to handling a large inheritance, you may not have all of the answers.

Receiving an inheritance brings with it a wide range of emotions - grief for the loved one you lost and eagerness or excitement for the sum you’re abo

06/05/2023

Being able to leave a legacy for your children and grandchildren is important - but did you know an inheritance could affect financial aid for some college-bound students?

Each year, around 86 percent of college students obtain some form of financial aid.1 In order to receive financial aid from the government, all studen