25/08/2026
Welcome to Another Day at The Office
Most people picture an office as a single building, a desk, and a familiar routine. My office looks a little different.
One day it might be a government agency meeting room. The next, a medical facility classroom, a corporate training center, a food processing or pharmaceutical facility, a conference stage. Wherever people gather to learn, discuss, and improve their financial decision-making, that's where you'll find me.
Another Day at The Office is a running diary of those experiences.
Through these posts, I'll share:
• Places I visit and organizations I work with
• Financial wellness, retirement, and behavioral finance insights
• Leadership and decision-making lessons from the field
• Behind-the-scenes moments from presentations and workshops
• Common questions, misconceptions, and "aha" moments that emerge from audiences across the country
Each post will offer a brief snapshot of the day, a key lesson worth sharing, and a glimpse into the conversations that are shaping how people think about money, planning, and success.
While every audience is different, one thing remains the same: people are looking for practical information they can use to make better decisions for themselves, their families, and their futures.
I'm grateful for the opportunity to have a front-row seat to those conversations and even more grateful to share them with you.
Thanks for following along for insights, lessons, and stories from Another Day at The Office. Share your thoughts in the comments.
