The Funnel

Bridger Bowl Ridge | Mainer Montanan | Wild Woman

Why I Love Waves and Snow 🌊 ❄️

Snowfields ❄️ and ocean waves 🌊 are made of the same wild element—water that moves, shifts, destroys, creates. This story explores how riding both teaches discipline, humility, risk management, and the deeper creative fire that comes from surviving wipeouts.

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PART 1: Learn To Think In Symbols First

At real scale, communication simplifies. This post explores “lightspeed thinking” — source-code communication beneath language — and why creative entrepreneurs need both the tow-in ski and the rescue ski to survive big waves.

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Forecasting Your Financial Future - Calculating Your Future Portfolio Withdrawal Amount

Part 4.1: Forecasting Your Financial Future

Your Portfolio Withdrawal Amount won’t stay the same—every year inflation and taxes shift the target 🎯. This guide walks you through how to project your future needs, how your account types affect real income, and how to use the embedded calculator to see the impact instantly 📈💡. A must-read step before building the rest of your retirement plan 💰.

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The M Trail in Bozeman | The Steep Trail | Credit Card Debt | Saving Too Late

The Steep Trail: My Personal Finance Story

Most creatives and entrepreneurs wait too long to build a financial plan and have to take the steep trail ⛰️. I did too. From running an early online business (back when you had to know HTML and CSS) to digging out of massive debt, I’ve lived both the digital “speed of light” ⚡world and the slow, steady world of personal finance. 📓 This post shares the real story behind how I combined both to rebuild my life—and why you should start sooner.

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Financial planning gather the info

Part 1: What You Need to Gather First

You might have thought I wasn’t coming back. That s fair a lot of people start talking about financial planning and then disappear when it gets messy. But that’s what I do. I help clients walk straight into their messy financial…

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Financial Planning Make Simple - Net Worth Statement

Part 2.1: Creating Your Net Worth Statement

Every solid financial plan starts with a clear picture of where you stand. These three tools — your Net Worth, Cash Flow, and Spending Plan — will help you measure, track, and manage your money like a pro. Download the free templates to start building your plan today.

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Spending Plan | Budget | Van Couple

Part 2.3: The Spending Plan

This isn’t just about budgeting—it’s about building a life that lights you up 🔥
When you learn to direct your money 💰 intention, you stop drifting and start designing. Your spending plan becomes a map—one that leads to freedom, creativity, and wild places 🚐 🏔️

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Financial Planning - Income. How much will need to retire? Slide 2

Part 3: What Will Retirement Really Cost You?

Retirement isn’t about spreadsheets — it’s about momentum 💪 and discipline over decades. Learn how to shift from human capital to financial capital 💸, automate your investing 🚀, and build the freedom to live life on your own terms 🏔️.

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