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Library

• Dear Parents: It Doesn’t Matter Where Your Kids Go To College
  
• Viktor Frankl | Man’s Search for Meaning
  
• Dunn & Norton | Happy Money
  
• James Latham | Essentialism
  
• Simon Sinek | Start With Why
  
• Randy Pausch | The Last Lecture
  
• Jim Collins | Good To Great
  
• Tony Hsieh | Delivering Happiness
  
• George S. Clason | The Richest Man in Babylon
  
• Richard Branson | Life is Not a Journey to Retirement
  
• Jack Bogle | Character Counts
  
• Johan Norberg | Progress
  
• Mitch Anthony | The New Retirementality
  
• Matt Ridley | The Rational Optimist
  
• Malcolm Gladwell | Blink
  
• Malcolm Gladwell | Outliers
  
• Joseph Michelli | The New Gold Standard
  
• Malcolm Gladwell | The Tipping Point
  

Resources

• 2020 Key Tax Numbers
  
• 2020 Key Numbers (Comprehensive)
  
• 2020 Medicare Information
  
• Calculator Center
  
• S&P 500 Return Calculator
  
• What is Financial Life Planning?
  
• The Value of an Advisor
  
• 5 Reasons to Avoid Multiple Advisors
  
• The Fiduciary Difference
  
• Saving & Investing
  
• Income & Distributions
  
• Tax-Efficient Strategies
  
• Preparing for Retirement
  
• Life in Retirement
  
• Family Planning
  
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• Charitable Giving
  
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• Medicare & Medicaid
  
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Regulatory Disclosures

• Our SEC Form ADV
  
• Gleason Group Form CRS – 2021-03
  
• Privacy Policy Notice 2021
  

Video Vault

• Steve Jobs | Stanford Commencement Address
  
• Barry Schwartz | The Paradox of Choice
  
• Randy Pausch | The Last Lecture
  
• Allen Watts | Your Life is not a Journey
  
• Graham Hill | Less Stuff, More Happiness
  
• Steve Jobs | Secrets of Life
  
• Steve Jobs | Failure
  
• Steve Jobs | Apple’s Core Values
  
• Apple | Think Different
  
• Denzel Washington | Aspire to Make a Difference
  
• J.K. Rowling | Harvard Commencement Address
  
• Denzel Washington | Penn Commencement Address
  
• Jeff Bezos | Princeton Commencement Address
  
• Admiral William McRaven | Austin Commencement Address
  
• Schlomo Benartzi | Saving for Tomorrow, Tomorrow
  
• Dan Gilbert | The Surprising Science of Happiness
  
• Angela Lee | The Key to Success? Grit
  
• Chip Conley | What Makes Life Worthwhile
  
• Cameron Herold | Raising Kids to be Entrepreneurs
  
• Daniel Pink | Understanding Motivation
  
• Jim Valvano | Don’t Ever Give Up
  
• Simon Sinek | How Great Leaders Inspire Action
  
• Chick-fil-A | Every Life Has a Story
  

Newsletters

• Year End Planning | December 9, 2019
• Inverted | August 15, 2019
• Will You Outlive Your Money? | July 1, 2019
• Money Never Sleeps | May 23, 2019
• Spring Into Financial Literacy | April 24, 2019
• 2018: A Year in Review | January 25, 2019
• Is It Different This Time? | December 22, 2018
• Buy American. I Am. | December 17, 2018
• Thanksgiving Reflections | November 20, 2018
• Market Update – Our Thoughts | October 24, 2018
• The End of the World…Ten Years Later | September 14, 2018
• Happy Labor Day Weekend! | August 31, 2018
• Mid Year Update | July 6, 2018
• Kids & Money | June 8, 2018
• Happy Derby | May 3, 2018
• Game Plan for a Market Panic | April 2, 2018
• Market Update | February 5, 2018
• Looking Back on ’17 | December 27, 2017
• Heading Into Year End | October 27, 2017
• The Richest Man in Babylon | September 2, 2017
• Fearing a Market Crash? | August 18, 2017
• Back to School! | August 4, 2017
• Mid-Year Market Update | July 14, 2017
• Party Like It’s 1776 | June 30, 2017
• Wild Week | May 19, 2017
• Creating A Bucket List | April 14, 2017
• Looking Ahead to ’17 | January 6, 2017
• Goodbye 2016 | December 22, 2016
• Team Spotlight: Lindsay Schneider! | December 8, 2016
• Happy Thanksgiving | November 23, 2016
• Introducing Lindsay Schneider! | November 17, 2016
• Fearful, Pessimistic? I’m Grateful | November 3, 2016
• Investing & Politics – Special Election Edition | October 14, 2016
• Medicare Review | September 29, 2016
• Team Spotlight: Gavin Gleason | September 2, 2016
• Team Spotlight: Andrea Gleason | August 19, 2016
• Time For Reflection…& a Beverage | July 15, 2016
• Team Spotlight: Diane Johns | July 8, 2016
• Brexit Update- Market Panic Edition | June 24, 2016
• Summer of Discontent | June 23, 2016
• Introducing Instant Screen Sharing | June 9, 2016
• A More Fulfilling Life | May 20, 2016
• Vault Is Now Available | May 13, 2016
• Diane’s 7 Year Anniversary! | April 15, 2016
• Enjoy the Holiday Weekend! | March 24, 2016
• The End of the World…Not | March 4, 2016
• 1099 Tax Forms Are Now Available! | February 16, 2016
• Market Got You Exhausted? | February 11, 2016
• Let’s Get Organized! | January 25, 2016
• Special Market Panic Edition | January 20, 2016
• 2015 Recap & Looking Ahead to ’16 | January 7, 2016

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