Cedarwood - Financial Planner: Jeremy Self

05/26/2026

Any weekend I get to spend time with my grandson, it’s a win! This weekend we met our son and daughter in law and grandson at Town Lake and my son and I went for a run and circled back to the girls and this little guy to walk to our favorite downtown Austin coffee spot, Desnudo. 13,000 steps in before noon. Quality time with family. And great coffee. All on my gratitude list! He’s a cutie right?!

05/25/2026

This morning I spent some time reflecting on the country we get to live in because of the many men and women who gave their lives in self-less service. May we be grateful for each person who gave up their precious life for the lifestyle we enjoy as Americans.

05/21/2026

Retirement doesn’t have to mean stopping work all at once. Here are 3 ways to shape a next chapter that fits you:

1. Ease in gradually: Cut hours, shift to a mentor role, or take a sabbatical. Staying connected to work on your terms feels more natural than a hard stop for many people.
2. Turn passions into paychecks: Hobby jobs, travel gigs, and part-time roles in fields you love add income, structure, and purpose without the grind.
3. Reinvent entirely: New certifications, entrepreneurship, or a second career can bring the fulfillment your first one never did.

Read more ideas for building a retirement that feels right for you: https://bit.ly/3RAfSN4

Ease into retirement at your own pace and in a way that aligns with your interests.

05/19/2026

We had a great Lunch and Learn today covering the Do’s and Don’t’s of AI.

-Learn how to prompt better
-Watch out for AI Hallucinations
-Avoid sharing personal or financial information with AI

05/18/2026

One of things that has been most surprising in regards to retirement planning with clients is how little it relates to investments…

It’s giving people permission to enjoy their money.

Many people spend 30 or 40 years in accumulation mode:
Save.
Delay gratification.
Be responsible.
Don’t overspend.

Then one day they finally have enough… but emotionally they still live like they’re behind.

So they hesitate.

They put off the trip.
Avoid upgrading the experience.
Keep saying “maybe next year.”
Worry about spending money they may never realistically need.

Sometimes my role as a financial planner is simply to look at someone and say:

“It is not just that you COULD do this… you SHOULD.”

You worked for this.
You planned for this.
You sacrificed for this.

Money is a tool.
And eventually the purpose of good planning is not just accumulation.

It’s freedom.

Freedom to make memories.
Freedom to help family.
Freedom to rest.
Freedom to enjoy the life you spent decades building.

That’s why financial planning matters.
Not just so you can retire someday…

But so you can actually live when you get there.

05/11/2026

We had such a great time celebrating many of our clients at our Crawfish Boil! It was great to partner with Ben Archer- State Farm Agent, who organized the pro-crew to cook all the crawfish, and Thrash Carroll Sanchez Law Group who provided drinks and desserts, the band, and the perfect venue.

05/04/2026

Most people want to age at home, but few plan for what that really takes.

One physician’s story highlights a gap many families face. See what could help change it: https://bit.ly/4d43fkq

A few small changes to their home and habits will make it much more likely that they can age in their own home.

04/29/2026

Grandson is the best!!!!

04/29/2026

Nearly three out of four Americans don't have a will, and more than half have no estate planning documents at all. Without a plan, the government decides what happens to everything you've spent your life building. Learn 10 estate planning essentials: https://bit.ly/4mXrju2

Estate planning is all about taking charge of your legacy.

04/27/2026

Markets don’t always need great news; sometimes, they only need less bad news. Despite headlines, earnings growth is running above 13%, helping investors refocus on fundamentals. See what today’s market environment could mean for long-term investors: https://bit.ly/4eMILPD

Given all the uncertainty, why do stocks keep moving higher? Commonwealth's Chris Fasciano says investors are refocusing on the fundamentals.