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Goals and Plans
Post about planning and reviewing your life, to set you up for the year ahead.
Tim Wortlehock
Jan 20


The Behavior Gap by Carl Richards (Tim's Book club #6)
It’s been a while since my last post about money books that I recommend. Things have been pretty busy for me as I’m currently finishing...
Intuitive Financial Services
Oct 4, 2024


"Die with Zero" by Bill Perkins (Tim's Book Club #4)
Getting all you can from your money and your life
Tim Wortlehock
Jun 20, 2024


Essentialism by Greg McKeown (Tim's Book Club #3)
Essentialism by Greg McKeown outlines an approach that pursues ‘less but better’ in various aspects of life.
Tim Wortlehock
Apr 18, 2024

The Psychology of Money (Tim's Book Club #1)
I read quite a lot. Not as much as I'd like, mind you. I try to carry a book with me most of the time, because I find if I don't, I just...
Tim Wortlehock
Nov 29, 2023

How to start a conversation about money
Why it’s so important to talk about your finances According to this research(1), one in two Australians don’t sit down regularly to look...
Intuitive Financial Services
Oct 14, 2023


What to do if you've been scammed
Think you have been scammed? These steps will help you take action quickly to stop the scammers and limit the damage. Know that you are...
Intuitive Financial Services
Jul 17, 2023


Budgeting tips
Good ways to budget Let's look beyond the basics and focus more on what it takes to stick to your budget. Here are five tips to help you...
Intuitive Financial Services
Jul 14, 2023


Who needs a testamentary trust?
The rising cost of living is grabbing all the attention right now as people struggle to pay the increasing prices. But in the meantime,...
Intuitive Financial Services
Jul 10, 2023

Four steps to plan for a better retirement
Here is a practical approach to creating a retirement plan that will help enable financial peace of mind. Many investors concentrate on...
Intuitive Financial Services
Apr 6, 2023
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