Derrick Casey - Financial Advisor

I hope someone took my advice in 2022.

I know, I know! The financial system is apparently crashing now. 👎

But if you had invested back when this post was made you would be up 27%. That's over13% per year. Just by investing in the boring old S&P 500. 📈📈📈

That's not terrible.

Of course, it's easy to say in hindsight.

Except, we have 100 years of hindsight and the recommendation remains the same.

1️⃣Pay yourself first. 2️⃣Contribute regularly. 3️⃣Don't panic. 💰🏜

We're hiring at MMyers Benefit Consulting

A once in a lifetime opportunity to work with yours truly.

It could be great, it could be awful.

There's only one way to find out..

Employee Benefit Customer Service Representative - Grande Prairie, AB - Indeed.com Myers Benefit Consulting

The photos just came back from Shameless Ambition - The Conference.

If you don't know about Shameless Ambition, it is the soon to be famous women's conference put on by the uber ambitious Lynsey Dalen- Elle Bell Sales Co.

I was asked to do a session on financial literacy back in November 2022 and it was an immediate yes from me.
I used the hour to discuss money basics, insurance needs and the mindset around wealth generation.

The event was executed brilliantly. The speakers were top shelf and the take-aways were so practical.

I was sorry I couldn't stay for the second day. There was yoga, a dance party and Jess Tetu. But alas, I am a man.

Well done Lynsey Dalen for putting together a world class event and thanks for letting me contribute.

Thanks also to Liza Curtiss Photography for providing me a new profile picture to no fewer than 5 social media profiles

A financial plan always starts with financial goals. 🥅

Those goals are met using savings vehicles and insurance 🚘

It always leads back to cash flow and a personal budget 📊

And buying a stuff you saved for 💵

Financial humor