This week, I'm teaching you how to spend more and worry less.

In it, I will show you:

You can check it out here ⬇️⬇️⬇️

It was a little more than 5 years ago that I stood in my kitchen talking to Kristin (my wife) about wanting to do something more.

Baseball was over.

I was trying out this whole “get a job” thing and feeling stuck.

“Was this really it?”

This is what my life was going to look like moving forward.

It became pretty clear that I had two options…

I took route two.

Only to have nearly everyone in my life question what I was doing.

“Are you sure?”

Felt like that was the question everyone was asking, either directly or indirectly.

Yet here is the truth ~ You can just do things.

You can just go for it.

Well, I am sure glad I did.

Today I want to share a bit of that journey (and the progress) and say thanks for being a part of it.

Let’s dive in…

Five years ago, I didn’t write content, post on social media, or even know what a newsletter was.

Today, this newsletter reaches thousands every week.

Today, I write to hundreds of thousands across social media every week.

That all started with a conversation with my friend Mike Weinberg (read his stuff if you want to improve in communicating your gifts).

“You should share your story.”

After pushing back that it wasn’t interesting, I thought, why not at least try.

I still look back at that conversation as the catalyst for where Moment Private Wealth is today.

5 years ago, we had an idea (but no clients).

With each successive year, we have improved our offering and found incredible clients to walk alongside.

We started the year with around $100,000,000 of assets managed and $300,000,000 of net worth stewarded.

We will finish the year with around $350,000,000 of assets managed and more than $1,000,000,000 of net worth stewarded.

We started the year with three full-time team members.

We will finish January with seven full-time team members.

We started this journey to serve “our kind of people” (a phrase I use more and more).

People just like you and me ~ Ones that took the risk, shot the shot, and bet on themselves.

Moment is growing fast, and I am more excited than ever before about the future.

I say all of that to just say thanks.

I hope you have found it helpful, encouraging, and resourceful.

I look forward to getting smarter with our money in 2026!

If you won the $1.5B Powerball, what would you buy?

I only buy a Powerball ticket on a long roadtrip. I only buy it to have a fun “what if” conversation about what the entire car would buy.

My wife says we would give it all away.

I like to think I would at least buy a fancy sports car or two.

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Moment Private Wealth, LLC is a Registered Investment Advisor, located in the State of Missouri. Moment Private Wealth provides investment advisory and related services for clients nationally. Moment Private Wealth will maintain all applicable registrations and licenses as required by the various states in which Moment Private Wealth conducts business, as applicable. Moment Private Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or under an applicable state exemption or exclusion. Nothing in this content is intended to be, and you should not consider anything in this content to be, investment, accounting, tax, or legal advice.