The best way to get them is by telling stories about yourself that have big results in the hook. Second is talking about results driven for clients. Third is giving strong opinions. Try all three and see what works.
Meanwhile, your CPA:
If your CPA is just filing basic returns, and only talking to you when it’s time to file, you’re probably missing out on significant tax savings.
Here's what might have been overlooked:
We've all been there — the sleepless nights, the stressful feeling you're overpaying but not knowing how to fix it, and who to ask about it.
Your tax advisor should work with you throughout the year so you pay the least amount in tax, not just when it’s time to file.
The right tool can help your CPA put a stop to those sleepless nights.
These aren’t “extras”; they’re fuel for showing up as the best version of ourselves in every role we play.
So here’s my encouragement: instead of waiting for the perfect time to get healthy (spoiler: it doesn’t exist), choose one small change you can start with this week. Think of it as investing in your future self—the one who has more energy, more clarity, and more joy to pour into her family, her firm, and her life.
With you on this journey,
If your vision is clear, it will do two things for you: |
That’s not rejection. |
Most people don’t fail because they have no vision. |
When you know who you are and where you’re going, not everyone is supposed to come with you. |
It’s not easy, but it’s necessary. |
To his surprise, the secretary shook her head and said,
“Why would you do that? I already have a few billion of my own.”
Completely stunned, the billionaire replied,
“But… how? You’ve only ever made five or six thousand dollars a month. How could you possibly save that much?”
She smiled and said,
“All those years, I sat in on your meetings. When you were on the phone buying land or stocks, I quietly did the same — just on a smaller scale. I copied your moves. So when you made millions, I made hundreds of thousands. And when you made billions, I made millions.” 💰✨
💡 Life lesson:
Who you surround yourself with matters. There are people who drain your energy… and people who lift you higher.
Bees always lead you to flowers.
Surround yourself with people who inspire growth, not negativity.
When you walk with smart people — you grow wiser.
When you walk with driven people — you start aiming higher.
When you walk with dreamers — you learn to dream bigger.
But if you spend your time with those who complain, who have no dreams, no goals, they’ll only pull you down.
👉 Choose your circle wisely.
👉 Build the kind of environment that fuels your growth.
👉 And be that positive force for the people around you.
She was 108 years old.
If you’ve followed my writing or my work for any amount of time, you probably know how important she was to me. She wasn’t just my grandma, she was a reference point. A compass. Someone I quietly measured myself against in the best way.
She lived through the Great Depression and World War II before she was even 30.
Because of that, she knew real hardship. Not the abstract kind- the kind that reshapes how you see the world. And yet, what always struck me was how much joy she carried. Not forced optimism or denial. Just a steady, grounded ability to move through life with lightness even when things were heavy.
When she was 70, she lost her son and she cared for him the months before as he was dying. As a parent, I can’t even begin to imagine that kind of pain. And while I know she grieved deeply, she didn’t let that loss harden her. She didn’t avoid it either. She did the work. She showed up. And then she kept moving forward and not coldly, but with a quiet understanding that this is what love sometimes requires.
That posture- strength without bitterness, grief without collapse- is something I’ve carried with me my entire life.
She was also endlessly resourceful.
She didn’t wait to be “qualified” to try things. She learned to paint in her forties and created stunning pastels and oil paintings that still hang in our family’s homes. She refinished furniture that is now treasured and fought over. She made placemats by hand that rival anything you could buy in a store.
She would see something and simply think, I could do that.
And then she would.
There was no self-doubt masquerading as realism. No waiting for permission. Just a belief in her own ability to figure things out.
And maybe most importantly, she was a true matriarch.
She didn’t wait to be invited into her relationships. She initiated. She called. She planned lunches. She brought people together. Even into her hundreds, until her dementia became more challenging around 105, she was still actively choosing connection.
Because of that, she had deep, meaningful relationships with her three remaining sons, her ten grandchildren, and her twenty-one great-grandchildren.
She didn’t leave closeness to chance.
Something else I’ve been sitting with since she passed: I’ve never cared much about my own legacy in the traditional sense. I don’t care if my name is remembered long after I’m gone. That hasn’t changed.
What has become very clear to me is how deeply I care about carrying her legacy forward.
Her resilience.
Her joy.
Her resourcefulness.
Her willingness to initiate love and connection.
Since she’s been gone, I feel a quiet but strong sense of responsibility, not to preserve her name, but to live in a way that honors who she was.
That feels like the truest form of legacy there is.
Thanks for letting me share this with you today.
