What I Learned in 2020

What I Learned in 2020

3 of 3: Happiness And now, the long-awaited finale to my three-part series of what I learned in 2020. (Go ahead and insert a joke, as some may say I’ve learned nothing, ha). For those who missed part 1 on health or part 2 on wealth, give them a read if you’d like. For...
What I Learned in 2020

What I Learned in 2020

2 of 3:Wealth Picking up where I left off on my three-part series, I’d like to focus on Wealth. For reference, part one was a deep reflection on what I learned about health in 2020. In shifting my focus, I’ve certainly had numerous revelations which really solidified...
Wealth, Health, & Happiness:

Wealth, Health, & Happiness:

Eat Real to Heal The other day, I had the pleasure of interviewing the very impressive and inspirational Nicolette Richer for our wealth, health, and happiness interview series. Nicolette’s focus is specifically on the health and happiness sector of our mission. It...
What I learned in 2020

What I learned in 2020

1 of 3: Health Good riddance 2020! I’m so glad to turn the page to a fresh new year with the symbolic beginnings they bring. I can feel tides changing and optimism in people’s voices. It may not be tomorrow, but it seems likely that 2021 will have some changes to...
Top Ten Blogs of The Year

Top Ten Blogs of The Year

Holiday spirit is in the air and a new year is upon us.  Although a crazy year we had, as it was a year unlike any other, I wanted to keep some consistency at least and still give you the top ten blogs of the year (in case you missed them).  I always loved...
Wealth, Health, Happiness Series

Wealth, Health, Happiness Series

The Growth Now Movement The other day, I released my second official Wealth, Health, & Happiness interview [ED1] . I had the honor of interviewing Justin Schenck, founder of The Growth Now Movement and world renown podcaster. To say his interview was inspiring...
The 2019 Version of Myself Stunk at Everything!

The 2019 Version of Myself Stunk at Everything!

As you can see from the title, I think very highly of myself (haha). With yearend approaching (where the heck did it go?), it’s time for reflection. I love this time of year, as holidays, family, time off, and new beginnings are upon us. However, I mainly get a little...
My Father Taught Me “Cash Is King”

My Father Taught Me “Cash Is King”

I was just telling this story the other day, and I’m not sure why it sticks with me so much. But it does. In my early 20s, I never had cash on me (and I mean never). This always drove my father nuts. I had credit and debit cards; he had cash and cash. We were truly a...
What’s Measured & Watched Gets Done

What’s Measured & Watched Gets Done

Our Process for Achieving Goals There’s an old saying: “what gets measured, gets done.” I’ve read it many times in different business books and can attest to it in my personal life. For instance, I’ve been wanting to lose a few pounds (like 15-20) to be healthier. I...
Wealth, Health, & Happiness Series

Wealth, Health, & Happiness Series

Future of Feeling: Building Empathy in a Tech Obsessed World You may have noticed, at Diversified Lifelong Advisors we’re really trying to help our clients achieve wealth, health, and happiness in many aspects of their lives. It’s a serious task we’ve set for...
2021 IRS Limits Announced -The Game Show Version

2021 IRS Limits Announced -The Game Show Version

One would think after a few years of writing a weekly blog, I’d have learned a thing or two. For instance, if you want to get someone to read your blog, you probably shouldn’t title it something like “2021 IRS Limits Announced.” It’s likely the least exciting headline...
Commodity Investing

Commodity Investing

(Shhhh, We Don’t Love It) Every once in a while, I get this comment: “Andrew, should I change all my investments to gold?” Due to election jitters, I’ve been getting this question a lot more these days, and more people are asking about commodity investing (i.e....
Divorce Happens

Divorce Happens

(What Planning Steps You Need to Know) Today, you get a glimpse inside the sick and twisted mind of Andrew Rosen. Yes, one week after writing a beautiful article about marriage, inspired by my good friend David Levy, I’m now addressing divorce. (For those wondering,...
Marriage Starter Plan (Even If You’re Late to The Party)

Marriage Starter Plan (Even If You’re Late to The Party)

This year has put a wrench in a lot of people’s plans. There have been canceled parties, family holidays, and vacations. That said, couples’ weddings plans may have been the most impacted by this pandemic. I’ve seen tons of client’s children postpone. Even my right...
What You Need to Know About The Candidates

What You Need to Know About The Candidates

If you didn’t know, there’s an election coming up! (I know, groundbreaking news, right?) I don’t think I gained a thing after the debate the other night. These days, I find there’s a lot of “fake” news, as one party is trying to out-smear the other. Most of us are so...
Crazy Stat If You Have Young Children

Crazy Stat If You Have Young Children

I’m a father of three amazing children. I’m also a husband and a business owner, and I try to do the best I can as a human being. That said, my most favorite thing in the world is being a father to Aviva, Isabella, and Emmet. These three special people are my reason...
What to Do with the Kids Savings Accounts?

What to Do with the Kids Savings Accounts?

{The Age-Old Question} Speaking of kids, here’s a funny anecdote that happened to me the other day. My middle child, Belly, is a free-spirited six-year-old who hates wearing clothes. Now, she’s starting kindergarten remotely through zoom, so naturally she has to wear...
Let’s Talk Politics

Let’s Talk Politics

The number one, two, and three rules in my business are: don’t talk politics. I can insult your spouse, religion, children, or even Tom Hanks and Sandra Bullock, but don’t insult your political view. And let me tell you something, it’s true as the day is long. If you...
Not All Risk Is Created Equal

Not All Risk Is Created Equal

Risk is a personal (and funky) thing when it comes to investing. Generally, it’s formulated with years of experiences (good, bad, or indifferent) which leads us to our risk profile. One of the biggest components in investment risk taking is a good education with facts...
My Best Guess for College

My Best Guess for College

When it comes to academics, I’m a pro at the Scantron sheet! ABACADABA was the go to guessing strategy back then (and hasn’t failed me yet). I’d like to take this incredible ability and do a little guess work on what will happen to colleges over the next 10-20...
Time Is the Value of Money

Time Is the Value of Money

Here’s another thought I’ve been noodling on for some time now. When you read the title of this blog, I’m sure you thought, “Andrew, you totally botched the saying.” You would be correct, although it’s intentional. The old saying is ‘time value of money’ and it...
Worth the Moolah [Top 20]

Worth the Moolah [Top 20]

Now that I’m one week off hating on all your most prized possessions with my “not worth the moolah” blog, I’d like to redeem myself. This week, I’ll hit on those items that people, including myself, seem to find worth it. Again, this list is certainly subjective, and...
Not Worth the Moolah [My Top 20]

Not Worth the Moolah [My Top 20]

Amazon packages have been piling up lately, and I’ve realized I’ve been ordering a wide array of items. Some are essentials, some are bought on a whim, and some items are just toys for the kids (to keep them, and us, sane). It got me thinking though, about if these...