Happy Thanksgiving!
Holidays Kevin Estes, CFP®, CCFC, MBA | Founder | Scaled Finance Holidays Kevin Estes, CFP®, CCFC, MBA | Founder | Scaled Finance

Happy Thanksgiving!

Happy Thanksgiving, all!

I have even more than usual to be thankful for this year - including family, health, time, clients, support, and generator.

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Imagine Summer Without These!
Holidays Kevin Estes, CFP®, CCFC, MBA | Founder | Scaled Finance Holidays Kevin Estes, CFP®, CCFC, MBA | Founder | Scaled Finance

Imagine Summer Without These!

Try to imagine summer without: scoops of ice cream, potato chips, golf tees, refrigeration, Super Soakers, lemonade, cakes, whipped cream, and meringues. They all have a fun connection!

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Money and Freedom on MLK Day
Holidays Kevin Estes, CFP®, CCFC, MBA | Founder | Scaled Finance Holidays Kevin Estes, CFP®, CCFC, MBA | Founder | Scaled Finance

Money and Freedom on MLK Day

A part of Dr. King’s “I Have a Dream” speech that resonates with me is early on when he uses debt as a metaphor for human rights. It’s beautiful how he articulates that the lack of freedom is a debt owed by the U.S. government to all Americans. I often equate money with freedom. However, I find the “Earn More!” / “Spend More!” debate comical. Do both! The forces amplify!

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2023 Year in Review
Holidays Kevin Estes, CFP®, CCFC, MBA | Founder | Scaled Finance Holidays Kevin Estes, CFP®, CCFC, MBA | Founder | Scaled Finance

2023 Year in Review

Review 2023’s financial highlights - from taming inflation and booming stocks to student loan forgiveness and post-pandemic spending.

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Happy Thanksgiving!
Holidays Kevin Estes, CFP®, CCFC, MBA | Founder | Scaled Finance Holidays Kevin Estes, CFP®, CCFC, MBA | Founder | Scaled Finance

Happy Thanksgiving!

Happy Thanksgiving, all!

I have even more than usual to be thankful for this year - including family, health, time, clients, and support.

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Happy National Boss’s Day!
Holidays Kevin Estes, CFP®, CCFC, MBA | Founder | Scaled Finance Holidays Kevin Estes, CFP®, CCFC, MBA | Founder | Scaled Finance

Happy National Boss’s Day!

Who have your best managers been?

What made them great?

I’ll start! Some of mine were:

  • Tony Russo

  • Gary Austin

  • Thushan Wijesinghe

  • Orna Samuelly

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