Byron Moore, CFP® and Mike Jones


Plan Like You Are Dying

By Byron Moore, posted August 27, 2018
Originally published in the News-Star and the Shreveport Times on Sunday, August 26, 2018.

In my line of work, I talk to a lot of dying people.grave person mourning_small.jpg

I guess we’re all dying. Some of us are just more aware of it.

I talk to women whose doctors found a lump, and they now know every square inch of M.D. Anderson Cancer Center. I talk to men who had heart attacks way too early in life. I see the look in a couple’s eyes when they know one of them soon won’t be there.

I talk to lots of widows. A few widowers, but lots more widows. Those statistics are true. Most of the widows are older – beyond retirement age. Some are 50-ish. A few are young. Very young.

None of it seems fair. It makes you sad, angry, confused.

But it’s life, isn’t it?

When I’m having conversations with people about financial matters, they usually want to talk about “life” matters – getting out of debt, investing, saving for retirement, turning assets into income for retirement. All important stuff.

When Your Great Idea Gets a Yawn: The Story of the Soils

By Byron Moore, posted August 21, 2018
Originally published in the News-Star and the Shreveport Times on Sunday, August 19, 2018.

What happens when your brilliant idea is met with a tepid response?Farmer seed sowing_small.jpg

For some of us, anything less than enthusiastic applause for our fledgling dreams is reason to pack up our ambitions and go home. A thought that took weeks of courage-building to share with another crumbles beneath what feels like a withering barrage of criticism…even if it was simply a yawn.

Let’s face facts – most of us were born insecure about our own abilities and the world has done precious little to divest us of that self-perception.  

Maybe your dream is an idea of how to do things differently at work. Or putting yourself up for a new position. Or getting 100% out of debt once and for all. Or committing 100% to getting back to your high school weight. Or changing careers. Or running a marathon. Or making a commitment to do whatever it takes to restore your marriage. Or quitting your job and starting a new company based on your unique vision. 

You have a dream…a vision of how life could be so much better if you simply made that vision come true.

And no one else cares

Effective Leadership Balances Purpose & People

By Byron Moore, posted August 13, 2018
Originally published in the News-Star and the Shreveport Times on Sunday, August 12, 2018.

Whether your primary role is that of parent, president, partner or patron, you will benefit if you know how to lead…effectively.Leadership female_small.jpg

Just the word “leadership” conjures up mental images that, for many, are more caricatures of famous leaders than characteristics of effective leaders.

What comes to mind when you read the word “leader?” A corporate CEO? A head coach? A powerful politician? An influential religious figure? An intellectual? A philosopher?

Those are all expressions of leadership for sure.

But what about a mother of two children? How about an experienced tradesman looked up to by the younger guys? A career educator? A soft-spoken librarian who diligently sees to it that all his patrons are served with excellence?

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