A Personal Note from Dan Andrews


Taking yourself too seriously is overrated, right? We tend to put so much pressure on ourselves to act the right way, follow societal norms, and to maintain an image.

Thanksgiving is right around the corner and families have a tendency to poke fun. Well, mine certainly does.

Here's a friendly reminder: when you find yourself being teased by someone who loves you, feel a sense of gratitude and understand that this person is teasing you because

A) They feel comfortable with you and aren't nervous about destroying their social status by being real with you and

B) These people know you and have something to teach you about yourself which others may be hesitant to bring to your attention.

I will do my best to remember these nudges at Thanksgiving with my own family. And some of them read these newsletters so I just gave them permission to gather their ammunition. Uh oh...

Yet, it's great to not take myself so seriously with my families and friends. As you spend time with your people, let your shoulders down and appreciate those people who extend unconditional love.

And make sure you're extending that unconditional love in return by poking fun with a smile. 

Happy Thanksgiving!

Also, in the spirit of not taking myself too seriously, you can watch me embarrass myself in a recent video where you can see me in four different Halloween costumes explaining eerie financial tips. Hope you don't get too scared!


Spooky Financial Tips:
Death, Bubbles, & the Worst of Them All!


Keep reading to get financial tips, insightful quotes, and a zombie themed corny joke at the bottom of this newsletter.
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Financial Tip of the Month

Topic: Traffic Light Investing

Understand investing jargon by reading our latest blog article! We dive into the strategies of Risk Tolerance & Time Horizon by using a Traffic Light metaphor.

Make your yellow light years a comfortable slow down instead of an all out panic where you need to speed as fast as you can! Learn more in this article:

Traffic Light Investing:
Your Time Horizon & Risk Tolerance

Another Bonus: In this article, you'll get a sneak peek at what it's like to be an Investment Management Services client. If you're interested to get this help too, just reply to this newsletter!

If you want personalized guidance and encouragement from someone trained in comprehensive money planning, please visit our Well-Rounded Success Services website to see how you can work with a CERTIFIED FINANCIAL PLANNER™ professional.

Financial Quote of the Month

"What you earn is sometimes just a factor of what your industry or company is willing to pay you. It doesn't mean you work harder or have a more meaningful job. It doesn't imply you're smarter or better at negotiating a salary. It doesn't convey that you went to a better school or are more 'ambitious' or have stronger skills. It is what it is. A neurosurgeon will always make more than a kindergarten teacher, but both bear equal weight in so many more important categories than money."

Farnoosh Torabi
When She Make More:
Ten Rules for Breadwinning Women


Well-Rounded Success Around The Web

An important topic was featured in Financial Planning Magazine and I was honored to be included to share insights on philanthropy and volunteering. Read the article here:
Help Clients Give Away More of Their Money. Yes, Really.

See pictures from the XY Planning Network National Conference in St Louis where it was fun to speak on a panel titled,
Crushing Financial Planning: How to Build a Repeatable Process

Thanks XY Planning Network for including one of my favorite articles about Moose Ear Leadership in your 
Good Financial Reads: How-Tos
and also my video to help people to prevent impulse buying in your
Good Financial Reads: Cash Flow (Part Two)

Want some quirky inspiration and financial tips mixed with dog pictures?
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Recent Post: Bogie enjoyed sharing a book recommendation with a quote about grit

Throwback Well-Rounded Success Article
5 Ways to Create Happier Spending

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

Dan Andrews

Leader and
Here's a job description for the ideal person to join Well-Rounded Success so we can help more people with Financial Literacy and Personal Growth!
Please Contact Dan to learn more.

Corny Joke Reward

Q: Which animal has more lives than a cat?
A: A frog since it croaks every night :-)

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