UNDERSTANDING THE AIDA FUNNEL
If you want to get good at marketing especially digital marketing you need to understand the AIDA funnel. AIDA stands for Attention, Interest, Desire, and Action, and it’s the core framework behind how people make buying decisions.You ve been through it yourself, whether…
Retirement Strategies for High Income Entrepreneurs, Solopreneurs and Small Business Owners
If you’re a high-income solopreneur or small business owner with just a handful of employees, a traditional IRA OR ROTH IRA isn t going to cut it if you want to save on taxes and maximize retirement savings. With contribution…
Wildlife Safety Rules: What Nature Taught Me About Smart Investing
I am a financial advisor working locally in both Maine and Montana two places where the wild still runs free. My wife and I spend as much time as we can exploring Acadia, Yellowstone and Glacier National Parks, soaking in the…
Maine Versus Montana: Two Northern Frontiers
I ve lived in Maine since I was four, but in October 2024 I bought a townhouse in Bozeman, Montana. If you re curious why, you can read more here.) This is the first post in a new series I m calling Maine…
Outlaw Profile: Led Zeppelin
On a recent trip between Portland, Maine and Bozeman, Montana, I finally had the chance to watch the documentary Becoming Led Zeppelin. It struck me as the perfect starting point for this new series “OUTLAW PROFILES” because Zeppelin wasn t just a…
Tumbledown Hiking Adventure
We decided to hike Tumbledown Mountain a trail I knew well from my youth. Back then, I spent summers at Camp Lawroweld in Weld, Maine, on beautiful Webb Lake, and Tumbledown was practically part of camp life. This time, we checked…
Riding the Creative Wave
It s not even 4AM yet and Creative Energy Wake-Up Syndrome has struck again. Why? Too many post ideas rising to the surface, demanding to be let out. So here I am, laptop in bed, no coffee yet, applying the 5AM…
Winter Wildlife, Buffalo Jams, and a Near Miss in Yellowstone
One of my absolute favorite things to do is spend time with my @wildwomanMT in Yellowstone National Park. She s always had a passion for spotting wildlife, and Yellowstone is unmatched when it comes to raw, up-close nature. She gets this…
Creative Energy Wake-Up Syndrome
Some people wake up at 2AM because they’re stressed. If you re a creative or an entrepreneur (and yes, entrepreneurs are creatives), you know what it s like to be jolted awake by ideas instead. One of the greatest creatives of our…
Risk Culture – What it is and Why It Keeps Us Young
There s a saying in Montana: Ride or Die. It might not mean much if you’re reading this in Maine but out West, it s a way of life.Will I be sending Corbett’s or Big Couloir this season… probably not. My appetite for risk…
Mutual Funds vs. ETFs: What’s the Difference and Which One is Right for You?
If you’re saving for retirement, building a portfolio, or just trying to make your money work harder, you’ve probably heard about mutual funds and ETFs (exchange-traded funds). Both offer ways to invest in a broad mix of stocks, bonds, or…
Traditional IRA vs. Roth IRA: The Honest Trust for High-Income Earners
I have clients earning $250K, $300K, or more ask about Roth IRAs or converting to one, they usually come in with strong opinions often shaped by internet advice that doesn t apply to their financial reality. The Roth IRA has a certain…