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The 7 Step Financial Planning Process (What Real Planning Looks Like)

The 7 Step Financial Planning Process (What Real Planning Looks Like)

by Jed Sires | Feb 4, 2026 | Video

Most people think financial planning is just a spreadsheet. But real financial planning is a process—a structured framework designed to help you make better decisions, reduce uncertainty, and build long-term confidence. In this video, I walk through the 7-step...
What 2025 Reminded Us About Markets, Process, and Discipline

What 2025 Reminded Us About Markets, Process, and Discipline

by Jed Sires | Jan 25, 2026 | Video

Markets delivered strong results in 2025, but outcomes alone rarely tell the full story. In this video, I reflect on what 2025 reinforced about investing: the limits of prediction, the importance of process, and why discipline matters most when things feel uncertain....
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