A Tim Ferriss idea hit differently this week, because it turned out to be about me. Last week I got 30 minutes on a franchise network's morning call. 40 owners on the line. Three of my clients spoke about their agents, and one of them books about 40 appointments a month through hers. Owners who asked for a meeting afterward: one. My best guess at why: owners are buried in the day. The next customer wins, new tech reads as risk, and handing a stressed caller to software feels like giving up control. The bigger lesson was for me. Tim Ferriss recently revisited his D.E.A.L. framework for AI, and his point is that Definition and Elimination come before Automation. I had built a solid agent and skipped that work on my own follow-up. The call ran out of time before my ask, and I had no way to reach the other 39 afterward. Next time the ask goes in before my clients speak, not at the end. Longer version on LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:7523444698288668672/ Question for the group: when you have pitched a room of busy owners, what got them to take the next step?

Achieving our impossible goal gets a lot easier when we don’t try to do it alone. I’d even go as far as to say: you can’t do it on your own. As we’ve learned from Benjamin Hardy — don’t think How, think Who. We touched on this back in our September kickoff, but tomorrow we’re diving deeper: who do you need in the coming 8 weeks to actually realize your impossible goal? That’s our topic for tomorrow. Looking forward to seeing you all on the call. For those who want to come prepared, here are the slides for our meeting.

For more than two decades, I've prepared tax returns and managed investments for many of the same families. The people who had done everything right kept describing the same feeling: "I know I should feel okay. I don't." The gap was almost always structural. Their investments and their taxes were being treated as two separate problems instead of one. That observation became my book, The Tax-Smart Retirement Paycheck. It lays out a three-stage income framework that separates near-term income from market swings and accounts for taxes from the first dollar. For two days only, the Kindle edition is 99¢. https://www.amazon.com/dp/B0HNHF33FL

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Like I said on the call yesterday, I would've never thought I'd be writing/creating two books to help homesteaders either define their dream or record their current property. Nor would I have thought I'd be starting another podcast for local business women. That group didn't exist January 2026. Just goes to show you that you've got to bob and weave with what life offers. :)