We’re big fans of making the most of things. But it takes a little perspective to learn how to prioritize our goals. What are our very next needs? What are the wishes that can wait?
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There are many ways to get the job done. Whether the job is getting dinner on the table or investing for retirement, rarely does it ever come down to an ultimatum, something like, “If you can’t stand the heat, get out of the kitchen.”
What if you just need a different recipe?
Join Billy for a walk, as he shares his thoughts about how to switch things up in this week’s message.
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Sometimes life’s big milestones arrive in a neat, straight line. And sometimes that’s just not what happens—or what we want to happen. How do we plan for a swoopy life?
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Clients, it’s Caitie here. I’m so thrilled to introduce you to our newest teammate, Allison Bauers! In a small business, we tend to wear many hats, so this week, we’re chatting about how our roles and duties will change in the coming months.
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It’s one of our core principles for a reason: “avoid the stampede.” We live in uncertain times, and it is understandable to get spooked by the day’s headlines. But we do not believe that safety is found following the herd.
Omaha is famous for its stockyards and slaughterhouses; we know that when the cattle are all getting steered together, it rarely ends well for the cattle.
Consider some lessons from history in this classic message.
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The best investors are also rich in another important resource: time. They know that spending habits matter, but it’s not just about investing our money. How do we get our time to pay us dividends? More on building this skill in this week’s video.
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Money you accumulate can work like an orchard, and the income—the fruit crop—helps run retirement life. Some in the industry would call clients taking out their own money “attrition.” Attrition, per the dictionary: “loss or destruction, corrosion, waste.” But to us, it’s simply investing wisely, spending well. Attrition, shmattrition.
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“What do you want to be when you grow up?” A new school year is underway, but it’s not just children who feel like they have to have answers to the big questions.
New clients will on occasion visit our office with apologies ready: they don’t exactly know what they want or what they might need in the future.
And that’s okay. Plans and hunches and visions… It’s all welcome.
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It’s an exciting development! You may have heard our announcement already, but effective January 1, 2026, Caitie Leibman here will be serving as CEO of Leibman Financial Services. Mark Leibman isn’t going anywhere, so what changes and what doesn’t with a new person in the front-facing role? This is a must-watch to get the latest from 228Main.com—online or on Main!
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Each of us may be the star of our own show, but think about how long the credits would be! You don’t have to be Wonder Woman. Be in a Wonder Woman movie: rally your crew, pick your favorite director, and gather your favorite cast members around you. That’s how things get done. Together.
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