Founder & CEO of Castlepoint Wealth Advisors

Don’t Fall for the Comparison Trap

by Kendall King | Apr 11, 2024 | Behavioral Finance, Client & Planner Attitudes, Values & Biases, Financial Planning Basics, Kendall's Counsel, Psychology of Financial Planning, The Point

In this article, Castlepoint CEO Kendall King explores the detrimental effects of comparison on our financial and personal well-being. Using insights from a Harvard experiment, Kendall illustrates how comparison skews our perception of happiness and success. He offers strategies to combat this mindset, including practicing gratitude, making value-aligned spending decisions, and surrounding oneself with inspiring individuals. These approaches aim to guide readers towards a more fulfilled and abundant life, free from comparison traps.

How Do You Manage Your Money to Live Abundantly

by Kendall King | Mar 15, 2024 | Financial Planning Basics, Investment Planning, Kendall's Counsel, Retirement Savings & Income, The Point

Where do you start if you want to manage your money more wisely and steward your wealth so you can live abundantly? In this article, Castlepoint CEO Kendall King shares his plans for his Live Abundantly newsletter while discussing why many people struggle to transition from accumulating assets to spending them wisely.

Can You Have a Productive Midlife Crisis?

by Kendall King | Feb 14, 2024 | Financial Planning Basics, Financial Planning Process/Choosing Financial Advisors, Kendall's Counsel, Legacy Planning, Personal Development, The Point

As people enter their 40s and 50s, creating a strategy to win the second half of life is essential. In this blog post, Castlepoint CEO Kendall King uses concepts from the book “Halftime” by Bob Buford to show how you can have a productive midlife crisis by moving from a “success” mindset to a “significance” mindset in the second half of life.

A Framework for Intentional Living through Priority Alignment

by Kendall King | Jan 9, 2024 | Kendall's Counsel, Leadership, The Point, Time Management & Productivity

Many ambitious business people find that success at work comes with failure at home. In this article, Castlepoint CEO Kendall King drops six f-words that will help you balance your personal and professional priorities so you can lead with intention in every facet of your life.

From Strength to Strength: Using Smarts and Wisdom to Stay on Top of Your Game as You Age

by Kendall King | Dec 13, 2023 | Entrepreneurship, Kendall's Counsel, Leadership, The Point

Whether you’re a superstar athlete or a successful business person, aging is inevitable, and so is a decline in performance and ability. In this article, Castlepoint CEO Kendall Kings explains how to go from strength to strength by using smarts and wisdom to stay on top of your game as you age.

Live Abundantly: Who’s in your top 5?

by Kendall King | Nov 10, 2023 | Entrepreneurship, Financial Planning Basics, Financial Planning Process/Choosing Financial Advisors, Kendall's Counsel, Leadership, Team Building, The Point

Castlepoint CEO Kendall King explores the strategic parallels between creating an NBA dream team and assembling a top-notch professional advisory team. Drawing insights from legendary entrepreneurs like Steve Jobs, discover the key roles of advisors, led by a wealth manager as the ‘Point Guard,’ and the vital qualities of A players. Learn how building a cohesive team is essential for achieving personal and financial success, assess your current team, and take action to secure your ‘top five’ for a victorious future.

Top 25 Mindsets and Habits of Successful Entrepreneurs

by Kendall King | Oct 12, 2023 | Behavioral Finance, Client & Planner Attitudes, Values & Biases, Education Saving Vehicles & Education Funding, Investment Planning, Kendall's Counsel, Psychology of Financial Planning, Retirement Savings & Income, The Point, Time Management & Productivity

How similar are you to the most successful people in the world? In this blog post, Castlepoint CEO Kendall King delivers his list of the top 25 mindsets and habits of successful entrepreneurs.

Is $5 Million Enough to Make You Rich?

by Kendall King | Sep 12, 2023 | Asset Allocation & Portfolio Diversification, Behavioral Finance, Cash Flow Management, Client & Planner Attitudes, Values & Biases, Estate/Legacy, Financial Planning Basics, Financing Strategies and Debt Management, Investment Planning, Kendall's Counsel, Psychology of Financial Planning, Tax & Estate Planning, The Point

Is $5 Million enough to make you rich? In this blog post, Castlepoint CEO Kendall King explains why the answer to that question is different for everyone, and provides some practical ways you can find your “enough” number.

7 Things to Ask Before Asking “Can I Retire?”

by Kendall King | Mar 9, 2023 | Kendall's Counsel, Retirement Income and Distributions, Retirement Savings & Income

Every year, thousands of people ask the big question – “Can I retire?” But is that even the right question to ask? Castlepoint CEO Kendall King says there are seven questions to ask yourself before asking if you can retire.

Don’t Miss These Smart Tax Moves Before It’s Too Late

by Kendall King | Dec 14, 2022 | 401k, Financial Planning Basics, IRA, Kendall's Counsel, Retirement Savings & Income, The Point

Oh, what fun it is to save. Wrap up your 2022 financial and tax planning efforts and start preparing for a prosperous new year with these five smart tax-saving tips from Castlepoint CEO Kendall King.

Kendall King

How Do You Manage Your Money to Live Abundantly

Can You Have a Productive Midlife Crisis?

A Framework for Intentional Living through Priority Alignment

From Strength to Strength: Using Smarts and Wisdom to Stay on Top of Your Game as You Age

Live Abundantly: Who’s in your top 5?

Top 25 Mindsets and Habits of Successful Entrepreneurs

Is $5 Million Enough to Make You Rich?

7 Things to Ask Before Asking “Can I Retire?”

Don’t Miss These Smart Tax Moves Before It’s Too Late

Authors

Kendall King

Jake Weatherford

Kristen Buchman

Drew Garner

Adam Lee

The Castlepoint Team

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