"I have looked in the mirror every morning and asked myself: 'If today were the last day of my life, would I want to do what I am about to do today?' And whenever the answer has been ‘No' for too many days in a row, I know I need to change something."
I recently sat down with Sarah Bradley from the American Institute of CPAs (AICPA) to discuss how and why I moved from the traditional CPA world into personal financial planning. It was a fun interview that explored my core values, childhood hero, how I came up with the name Laminar Wealth, and ultimately why I am excited to get out of bed every morning. You can read a transcript of the interview on the AICPA Insights Blog.