Originally Published: September 28, 2023 Revised: May 25, 2026 I remember when I was eleven years old and my parents took me to the bank to open my first checking account with Bank of the West. My dad owned his own business and had learned that he could save on taxes by having my sister and I manage the money in our own accounts. The skills that I learned to balance a checkbook then are similar skills to what I use and apply to time management. Manage Time through the Proc

A few weeks ago, I found myself standing in the cereal aisle at the grocery store and staring at the options from “high protein” to “low sugar” to “kid’s favorite.” In that moment, I wasn’t hungry or excited. I was, however, quite overwhelmed. What should have been a simple task to select a cereal and continue shopping suddenly felt oddly draining. And I caught myself thinking: Wasn’t this easier when there were just a few options and you picked one without thinking? That m

Every year, I have a goal to read the number of books for that year (e.g. 23 books in 2023, 24 books in 2024, 25 books in 2025). I find that this goal supports me picking up a book instead of doing mindless doom scrolling on my phone, watching endless hours of streaming, or (heaven forbid) sitting bored in a waiting room.

On June 10, 2024, my family and I took off for Puerto Vallarta to live there for a month. We leave to head back to the United States in two days. I had every intention of writing this newsletter in the middle of the trip, and candidly, I never could make it a priority. Which, as your productivity expert friend, I would tell you is A-OK!

July 24, 2024 This morning, I attended a networking meeting where everyone had a chance to do a 30-second introduction. When introducing...

An amazing client recently sent me this HBR article, Productivity Skills to Help You Gain Time Back, by Steve Glaveski. The first...

Hey Friend, Last week, I was presenting for the CalCPA Staff (who are truly amazing people by the way and all CPAs should consider...