A Personal Note from Dan Andrews


Summer Time... and the livings easy! Summer days seem a little more carefree. Time to enjoy the outdoors in your gardens, yards, hiking trails, camping, in the town in general, and also on your patios with a book in your hands. 

Give yourself permission to sit quietly as you relax with a good book. I recently shared another annual list of book recommendations. Add one of these listed books to your Summer Reading List so you can either improve yourself, gain money knowledge, broaden your perspectives, or to simply unwind.

21 Books That Transformed My New Adult Years

As for me, these five books are on my Summer Reading List. Anyone want to join me for a Book Club and/or as an accountability partner? Let me know and we'll schedule a time to discuss!

1) Creativity, Inc.: Overcoming the Unseen Forces that Stand in the Way of True Inspiration by Ed Catmuall and Amy Wallace

2) The Restaurant at the End of the Universe: the second book in the Hitchhiker's Guide to the Galaxy series by Douglas Adams

3) Linchpin: Are You Indispensable? by Seth Godin 

4) The Imagineering Pyramid: Using Disney Theme Park Design Principles to Develop and Promote Your Creative Ideas by Louis J. Prosperi

5) Nudge: Improving Decisions about Health, Wealth, and Happiness by Richard Thaler & Cass Sunstein

Happy reading everyone!

Please keep reading for financial tips, insightful quotes, and a mermaid themed corny joke at the bottom of this newsletter.
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Financial Tip of the Month

Topic: Cost-Effective Gifts

My lovely fiancee and I enjoy the show Adam Ruins Everything. This show debunks commonly held beliefs about many subjects: Voting, Hygiene, Work, the Economy, Going Green, Animals, the Wild West, etc.

We recently watched his Christmas episode (yes, we know it's June). An economist shed light on how much money is wasted each year on gifts.

For example, you buy a snowglobe for someone which costs you $50. You ask the beneficiary how much they would pay for that same item. In this example, we'll say $20. That's $30 of value wasted. And guess who captures that $30. No one other than the retailer. 

People place different values on the same items, so how can you give a more cost effective gift? Here are some financial tips to ensure you're not wasting your hard-earned money.

1) Leverage wish lists and registries to buy people items they actually want. You'll save brainpower and you won't have to worry about them being polite and "loving" their gift.

2) Gift an interview to document someone's story and then you'll have the option to upload the interview to the Library of Congress so the person's messages are preserved. Download the free StoryCorps app to get started. This is also a great gift for the person who has everything and for the older generations.

3) Instead of buying someone more knickknacks, gift knowledge. You can reserve a behind-the-scenes tour at your zoo or museum to experience with your recipient. You can contribute money towards a 529 College Savings account for someone pursuing higher education. And, we have seen multiple supportive family members gift our Money Coaching and Personal Growth Programs to adult children.

Now go be a cost-effective gift giver!


Financial Quote of the Month

"If you're given a choice between money and sex appeal, take the money. As you get older, the money will become your sex appeal."

Katherine Hepburn

Well-Rounded Success Around The Web

A video & worksheet were featured on XY Planning Network's blog to help people talk money with their partners during wedding season.
Good Financial Reads: Should You Get a Prenup?

A few Colorado Financial Planning Association members and I were asked to share our career paths and give guidance to University of Denver students interested in our Financial Planning profession. How are you being a mentor?
Our friendly group with Professor Harrison

Financial Planning magazine included my story in their article titled
Should I... socialize with clients?

Want some quirky inspiration and financial tips mixed with dog pictures? Follow our Instagram page where we share posts of our happenings plus our mailed postcards where you can find my dog in the majority of our posts!
Recent Post: a financial tip while Bogie's on the lookout for squirrels

Throwback Well-Rounded Success Article
A Responsible Traveler's Checklist

"Be the type of person you want to meet."

Dan Andrews

Leader and

My goal is to make Financial Planning fun!

Learn more how I do this here:
High Five!
Here's a breakdown for the ideal person to join Well-Rounded Success so we can help young people with Financial Adulting!
  • An Analytical Mind for Business Development
  • Current Skills - or Determined to Obtain Skills - in:
    • Taxes
    • Compliance
    • Accounting
    • Operations
  • Strong personality to contribute, self-start projects, keep us on-track, and complement Dan's skills.
Please Contact Dan to learn more.

Corny Joke Reward

Q: What is the Little Mermaid's favorite type of soap?
A: Tide :-)

Please help us grow our community by forwarding this newsletter to others who might be interested!
High Five!
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Ph: 720-507-9203 
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