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<em><strong>Five Key Principles of Happy Money</strong></em>

Five Key Principles of Happy Money

Tuesday, December 5, 2023

If you think money can’t buy happiness, you’re not spending it right! At least, that is the conclusion of researchers Elizabeth Dunn (University of British Columbia) and Michael Norton (Harvard), two rising stars in of the world of behavioral science.

<em><strong>Leveraging Your Bonus Years</strong></em>

Leveraging Your Bonus Years

Tuesday, September 26, 2023

Life expectancy has seen a remarkable increase over the past century, presenting us with the opportunity to make the most of our bonus years. It's not just about living longer; it's about living better too, investing in our physical, mental, and social well-being. 

<em><strong>When SMART Goals Are Not Always Wise</strong></em>

When SMART Goals Are Not Always Wise

Thursday, May 11, 2023

Many of us have been taught about setting goals through the use of the SMART acronym. But for many, this template for goal setting is rigid and uninspiring. It puts the concept of planning and achievement in a linear framework that appeals only to the rational side of our brains. Our goals then become a list of “shoulds” that require us to be disciplined and methodical in order to reach our objectives.

<em><strong>REAL ID Deadline Extended Again</strong></em>

REAL ID Deadline Extended Again

Tuesday, March 14, 2023

After years of numerous delays, the U.S. Department of Homeland Security has once again extended the REAL ID enforcement deadline from May 3, 2023, until May 7, 2025.1

A REAL ID is a type of enhanced identification card. The REAL ID Act, passed by Congress in 2005, set minimum security standards for state-issued driver's licenses and identification cards. Under the Act, residents of every state and territory are required to have a REAL ID-compliant license/identification card.

<em><strong>The 3 R&#8217;s for Thriving in Retirement</strong></em>

The 3 R’s for Thriving in Retirement

Tuesday, February 21, 2023

Individuals and retirement planning experts alike are recognizing that a successful and satisfying retirement experience depends on more than a healthy nest egg. In fact, financial reporter John Wasik contends, “Financial security and retirement are not the two peas in the pod they used to be.”

Instead, retirement should be thought of as a major life transition that deserves thought and preparation in all areas of life.

<strong>Values Define the "Rich" Life</strong>

Values Define the "Rich" Life

Monday, July 4, 2022

San Diego Wealth's Independence Day Holiday Closure:

Monday, July 4, 2022 - Closed all day

We will return to normal business hours on Tuesday, July 5, 2022.
The US stock markets will also be closed on Monday, July 4, 2022.


Financial Life Planning is a holistic process that will first help you to clarify your values and then guide you in defining and designing your unique version of the “rich” life.

When thinking about values, we often think in terms of principles or standards we consider important such as honesty, loyalty, or altruism.  We also tend to think of values in terms of what we hold most dear such as family and good health.

<strong>Strategies for "Growing" Happiness</strong>

Strategies for "Growing" Happiness

Friday, April 15, 2022

San Diego Wealth Good Friday Holiday Closure

Friday, April 15, 2022 - Closed all day

We will return to normal business hours on Monday, April 18, 2022.
The US stock markets will also be closed on Friday, April 15, 2022

In the past, little research has been conducted to discover what makes people happier. That's because this has long been considered an impossible quest. For many years, the prevailing theory was that individuals have a genetically determined happiness set point. In other words, scientists believed that each person could temporarily experience more happiness (depending on circumstances, relationships, and life events), but would then slide back to his or her "pre-programmed" level of happiness. In fact, just two decades ago, one researcher was quoted as saying, "It may be that trying to be happier is as futile as trying to be taller."

<strong>Defining &#8220;True Wealth&#8221;</strong>

Defining “True Wealth”

Thursday, January 20, 2022

How much is enough? What does this mean to you? As author Pamela York Klainer explains, “The question is deceptively simple, but the answer is critical to integrating money with other aspects of your life and finding happiness.”

<strong>&#8220;Anytime&#8221; Resolutions</strong>

“Anytime” Resolutions

Tuesday, December 28, 2021

Establishing resolutions can be a very powerful tool for positive change and one that can be utilized throughout the year—anytime is a good time for a fresh start! Therefore, it’s important to channel your energy and resources in ways that make this process of setting goals a satisfying and rewarding experience. 

<strong>Year-End Charitable Giving</strong>

Year-End Charitable Giving

Tuesday, December 14, 2021

With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning.

<strong>Saying &#8220;YES&#8221; to Your Priorities!</strong>

Saying “YES” to Your Priorities!

Tuesday, November 30, 2021

Bringing balance to a busy personal and professional life is challenging. In order to accomplish all that seems necessary, most people resolve to work harder and faster.

Therefore, individuals and families are increasingly experiencing a time crunch. The result is mounting stress and compromised health and vitality. And yet, despite their best efforts, many express frustration about not being able to bring tasks to completion, and having enough time to focus on what or who is most important to them.

<strong>Medicare Open Enrollment for 2022&#160;</strong><strong>Begins October 15</strong>

Medicare Open Enrollment for 2022 Begins October 15

Friday, October 15, 2021

Medicare beneficiaries can make new choices and pick plans that work best for them during the annual Medicare Open Enrollment Period. Each year, Medicare plan costs and coverage typically change. In addition, your health-care needs may have changed over the past year. The Open Enrollment Period — which begins on October 15 and runs through December 7 — is your opportunity to switch your current Medicare health and prescription drug plans to ones that better suit your needs. Click here or the button below for some tips to help make your data more secure.

<strong>Hostage Data: Ransomware and Protecting&#160;</strong><strong>Your Digital Information</strong><br/>

Hostage Data: Ransomware and Protecting Your Digital Information

Tuesday, September 21, 2021

Ransomware is malicious code (malware) that infects the victim's computer system, allowing the perpetrator to lock the files and demand a ransom in return for a digital key to restore access. While major ransomware syndicates focus on more lucrative targets, plenty of cybercriminals prey on individual consumers, whether locking data for ransom, gaining access to financial accounts, or stealing and selling personal information. Click here or the button below for some tips to help make your data more secure.

<strong>Values-Based Retirement Planning</strong>

Values-Based Retirement Planning

Tuesday, September 14, 2021

In the past, the transition to retirement has been viewed solely as an economic event. As a result, the focus of retirement planning has primarily been on building a nest egg. 

In The Late-Start Investor, author John Wasik recommends discarding this obsolete view in favor of a “flexible life plan that provides for financial, vocational, physical, emotional, and spiritual needs.”  He explains, “Unless you look at your future holistically, merely saving up a pile of money will be a meaningless act.”

In other words, financial security is extremely important, but financial resources alone will not guarantee a rich and rewarding life in retirement.

<b>Real Life. Real Freedom Podcast</b>

Real Life. Real Freedom Podcast

Episode 4- Freedom To Forgive!

Thursday, September 2, 2021

Forgiveness is one of the most powerful forms of healing we can experience. It involves not only forgiving others, but also forgiving ourselves. Without doing so, we will never experience real freedom in our lives.

We invite you to join Cory, Aries and Mark as they explore forgiveness. How it's healing can improve our well-being. How forgiveness need not be conditional. What prevents us from forgiving, not only others, but ourselves?

Listen here or subscribe directly on Apple Podcast, Stitcher, Google Play, Android, or Spotify.

<b>Real Life. Real Freedom Podcast</b>

Real Life. Real Freedom Podcast

Episode 3- Freedom From Suffering!

Thursday, August 12, 2021

Since the beginning of the human race, we all experience suffering. It can be felt as pain in our body, mind and emotions.

When a student of the Buddha asked, “Master, what is happiness?” He replied, “The end of all suffering.” Knowing the correlation between suffering and happiness helps us better manage it. This informs us that happiness is an inside game.

It’s never the “thing” that causes our prolonged suffering, but our reaction and resistance to it.

We invite you to join us in exploring different ideas about suffering and what has helped us find relief.

Please join us as we discuss our insights and the teachings of evolved masters with their words of universal truths, and the call to live freely. Listen here or subscribe directly on Apple Podcast, Stitcher, Google Play, Android, or Spotify.

<b>Real Life. Real Freedom Podcast</b>

Real Life. Real Freedom Podcast

Episode 2- Freedom to be Bold!

Thursday, July 22, 2021

Sometimes life demands a bold response or action. But often when we need to be bold, we have the tendency to shrink back. Why is that? What prevents us from stepping into who we want to be and what we want to do in that moment?

This episode is a conversation around those two burning questions as we unpack real life situations when we can't speak our truth.

Are these struggles an inside game? Is there something blocking us from being free to act, or speak our truth? Or is it fear? And if so, what’s required to break through?

We invite you to join us in exploring the Freedom to Be Bold!

Please join us as we discuss our insights and the teachings of evolved masters with their words of universal truths, and the call to live freely. Listen here or subscribe directly on Apple Podcast, Stitcher, Google Play, Android, or Spotify.

<b>Real Life. Real Freedom Podcast</b>

Real Life. Real Freedom Podcast

Episode 1- Our Why

Thursday, June 24, 2021

We believe that your wealth means more than just money. It should be rich in all that matters to you—relationships with family and friends, life experiences, passions, meaning, and the desire to achieve the most out of life. Essentially living authentically. That’s Real Freedom.

In that spirit we bring you our new podcast: Real Life. Real Freedom! A podcast dedicated to exploring and discovering what freedom is, how we define it and how we can experience it.

Please join us as we discuss our insights and the teachings of evolved masters with their words of universal truths, and the call to live freely. Listen here or subscribe directly on Apple Podcast, Stitcher, Google Play, Android, or Spotify.

<strong>Investing in Your Quality of Life</strong>

Investing in Your Quality of Life

Tuesday, April 6, 2021

The first step to investing in your quality of life is to think about and clarify what is truly most important to you. This is a time to listen to your own heart and to focus on what you value the very most in life. Whatever you identify will become the foundation for establishing meaningful life and financial goals.

<b>Change vs Transition</b>

Change vs Transition

Tuesday, March 16, 2021

Life is a continuum—an accumulation of experiences that makes us who we are and influences how we view ourselves and the world around us. As we review these experiences, we realize that our lives have been permeated with change. As ironic as it may seem, change is the only constant in our lives.

Medicare Open Enrollment Begins October 15

Tuesday, October 13, 2020

The annual Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each year, Medicare plan costs and coverage typically change. In addition, your health-care needs may have changed over the past year. The Open Enrollment Period — which begins on October 15 and runs through December 7 — is your opportunity to switch Medicare health and perscription drug plans to better suit your needs.

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“Houston, we’ve had a problem.”

Tuesday, May 12, 2020

It got lost in the shuffle of current events, but this past April marked the 50th anniversary of one of the most compelling dramas in recent history: the events of Apollo 13.

It was April 14, 1970. What would have been the third mission to land on the moon was going swimmingly. The astronauts – Jim Lovell, Fred Haise, and Jack Swigert – had just filmed a televised tour of their spacecraft. Music played, jokes were swapped, and Haise even played a prank on Lovell by hitting a button that caused a startlingly loud bang.

Two minutes later, another bang resounded throughout the spacecraft. But this one was no joke. It was an explosion. Here's a transcript of what happened next.1

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Watch Out for Coronavirus Scams!

Tuesday, April 28, 2020

Fraudsters and scam artists are always looking for new ways to prey on consumers. Now they are using the same tactics to take advantage of consumers' heightened financial and health concerns over the coronavirus pandemic. Federal, state, and local law enforcement have begun issuing warnings on the surge of coronavirus scams and how consumers can protect themselves. Watch Out for Coronavirus Scams are some of the more prevalent coronavirus scams that consumers need to watch out for.

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Ten Self Care Tips From San Diego Wealth

When many of us are challenged, we tend to dive straight into meeting the challenge, often times at the neglect of our own well-being. Today, all of us are challenged with...

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