The Pluses of Using AI for Wealth Management

AI in wealth management isn't about replacing your advisor. It's a tool to help you ask sharper questions and have better conversations. Here's how.

Sep 30

The Perils of Using AI For Wealth Management

I experimented with AI for wealth management, expecting perfect math and poor emotional advice. The reality was the opposite...

Sep 16 • 

David Geller

I’m Done Chasing Numbers

Why I Stopped Measuring My Passion Project's Success with Metrics

Sep 2 • 

David Geller

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August 2025

The Joy Trap

My journey from chasing wealth to discovering the spending habits that create lasting joy.

Aug 19 • 

David Geller

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Over My Dead Body!

When I offered to buy 90 boxes of Girl Scout cookies from my granddaughter, my daughter's response was, "Over my dead body!" Here's what happened next.

Aug 5 • 

David Geller

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July 2025

Mornings Matter

Finding peace and empowerment by rethinking the first, and most important, hour of your day. How I built a new routine to cultivate gratitude and start…

Jul 22 • 

David Geller

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The Cost of Fear

It's time to find A NEW HOPE for your finances - a legacy built not on fear, but on courageous fulfillment. Don't let fear rule your financial future.

Jul 8 • 

David Geller

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June 2025

Gratitude That Empowers

Finding traditional gratitude practices a bit... boring? 🥱 I did too! Discover how shifting focus from 'what I have' to 'who I am' (my inner…

Jun 17 • 

David Geller

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Addicted to Winning

Is your competitive drive always serving you? A candid look at an 'addiction to winning' – from debate to business – and the journey to find true…

Jun 3 • 

David Geller

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May 2025

Why I Moved Money To Bonds

Why did I, a retiree, move more assets into bonds? It wasn't about market timing or chasing returns. It was about gaining the psychological freedom to…

May 20 • 

David Geller

Why Retire? You’re Worth It

Feeling anxious about retirement? It's more than an ending; it's a chance to redefine your life with new purpose and joy. Explore how to embrace this…

May 13 • 

David Geller

Play a Different Game

Saved diligently, but find it hard to spend? Overcome the anxiety & learn to use your wealth for a fulfilling retirement. Strategies for the mindset…

May 6 • 

David Geller

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