BDFG-The Financial Coach

08/01/2026

Judging by the way my AI video turned out, I decided to stick with posting photos of Greece 🤣. Santorini sunrise on the East side of the Island (Fira) then we hiked up & down a mountain to find this gorgeous black sand beach. The day was capped off with amazing views including a picturesque sunset on the other said of the island (Oia). With the craziness of the stock market lately, it’s nice to remember serene moments like this.
Remember to check out our new website: www.bdfgthefinancialcoach.com

07/31/2026

🚨 In case you missed it off the field... BDFG The Financial Coach has officially leveled up, and our new website is up and running! 🏈🏆

Just like on the gridiron, navigating your finances requires a solid playbook and a coach in your corner to help make sense of it all. If you haven't checked out our new digital home yet, it is your first stop to grab some helpful financial resources, see what our coaching is all about, and take that first step toward getting your own game plan in motion.

Come check out the fresh look, learn a bit more, and let’s connect!

👇 Tap below to explore the site:
🔗 www.bdfgthefinancialcoach.com
(IG users: you can also hit the link in my bio!)

Let's get to work. Go Lions! 🦁

07/23/2026

🚀 A new look. A new home base. The same commitment to helping you move forward with clarity.

We're excited to officially launch the new website for BDFG – THE Financial Coach.

Explore our team, discover our services, and see how our multigenerational approach helps clients navigate every stage of life.

This is just the beginning, and we're excited for what's ahead.

🌐 www.bdfgthefinancialcoach.com

07/22/2026

07/18/2026

Coaching to me is sharing life experiences and using those to inspire others to action. I’m starting a new series after returning from Greece that are things I learned. Today’s topic“Cash is King”:

Before you go, make sure you get LOTS of cash. Convert American dollars to Euros 💶 BEFORE you go. If you exchange when you get there, they charge you a fee. If you use a debit card to get Euros (like we are conditioned to do in the US) they charge you an ADDITIONAL fee (I made the mistake & it cost me $50).
Why would you want cash? Because I learned that most places will negotiate prices if you simply ask “Better with cash?” They get charged a fee from the credit card companies so they’re willing to take less if you pay cash & sometimes it can be substantial. Check your exchange rate right before you go because prices look cheap when they list them in Euros. Something that costs 10 € is actually about $11.40
Like the old Mastercard commercial:
Dinner for 2: 120 €
Creating a lifelong memory for my wife on her birthday: PRICELESS

07/18/2026

Coaching to me is sharing life experiences and using those to inspire others to action. I’m starting a new series after returning from Greece that are things I learned. Today’s topic: “Cash is King”
Before you go, make sure you get LOTS of cash. Convert American dollars to Euros 💶 BEFORE you go. If you exchange when you get there, they charge you a fee. If you use a debit card to get Euros (like we are conditioned to do in the US) they charge you an ADDITIONAL fee (I made the mistake & it cost me $50).
Why would you want cash? Because I learned that most places will negotiate prices if you simply ask “Better with cash?” I realize that they get charged a fee from the credit card companies so they’re willing to take less if you pay cash & sometimes it can be substantial. Check your exchange rate right before you go because prices look cheap when they list them in Euros. Something that costs 10 € is actually about $11.40
Like the old Mastercard commercial:
Dinner for 2: 140 €
Creating a lifetime of memories for your wife on her birthday: PRICELESS

07/14/2026

As we wrap up our mini-series on legacy, let us look at one final inspiring lesson from our Founding Fathers. 🇺🇸

Building a lasting legacy is a thoughtful and hopeful act. The Founders dreamed of a bright future and carefully put their vision on paper. 📜

The exact same idea applies to your family and your finances. Dreaming about the future is a wonderful start! Turning those dreams into reality and working toward your family goals takes a clear strategy. 💡

We love helping families create a thoughtful game plan for the years ahead. You have a beautiful story to tell, and we want to help you actively write it. ✍️

Let us help you get your vision on paper today! 🤝

07/10/2026

Ready to see what the second half of 2026 has in store? Let's get into the game plan!

📈LPL’s Midyear Outlook 2026 has officially arrived. While it covers the standard playbook—forecasts for GDP, earnings, and interest rates—this year's edition zeroes in on the key themes shaping the markets right now.

The biggest one we are watching? AI’s Next Act.

At BDFG THE Financial Coach, our goal is to cut through the noise and give you the straightforward insights you need. The landscape is shifting fast, and staying educated is the best way to stay confident in your financial strategy.

Click https://www.lpl.com/research/blog/what-ai-s-next-act-might-look-like.html to read the full article and see where the market is heading. Let’s make smart moves together! 🚀 👇

Article Links:

- [email protected]
-https://www.lpl.com/content/dam/edam/series/outlook/midyear-outlook/midyear-outlook-2026-report.pdf
- https://www.lpl.com/research/blog/what-ai-s-next-act-might-look-like.html
- Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Tracking #1136625.

07/08/2026

Continuing our series from Sunday...

This week marks another remarkable moment in American history.

Exactly 200 years ago, on July 4, 1826, both Thomas Jefferson and John Adams passed away—within hours of one another and exactly 50 years after the signing of the Declaration of Independence.

Although they became political rivals, the two eventually rekindled their friendship through years of thoughtful letters and mutual respect. Their lives remind us that a lasting legacy isn't defined by disagreements, but by the values, character, and impact we leave behind.

At BDFG The Financial Coach, conversations about legacy often go beyond finances. They include your family, your goals, your values, and the story you want to leave for future generations.

What kind of legacy do you hope to leave?