The Youngblood Group

09/08/2026

Starting this week we are doing some IT upgrades. If you have an issue emailing us, please try [email protected]

09/08/2026

🖥️ AI is becoming a pretty impressive investing tool.

Want to analyze a stock? Understand an options strategy? Compare investments? Figure out why the market moved?

AI can help with all of that.

💡 ‼️ But there’s an important distinction: AI can give you information. A financial plan connects that information to your family, your goals, your money and the life you actually want to live.

Because the bigger questions aren’t usually about a stock:

Can I make work optional when I want to?

Can we help the kids through college without sacrificing retirement?

Can I afford to spend more, travel more or give more?

What happens to my family if something happens to me?

And when the market drops 25%…

WHAT should I actually DO?

That’s the difference between information and advice.

Use AI. I certainly do. Just know what it is—and what it isn’t.

Curious how AI fits into your investing—or whether something you’re considering fits your bigger financial picture? Let’s talk.

Plan. Invest. Protect.

09/06/2026

09/03/2026

💡 Quick question: Do you know your number?

Not your 401(k) balance.

Not how much you have in the bank.

Your number.

The amount you’d need to reach the point where working becomes a choice instead of a requirement.

A lot of people are doing the right things financially. They’re saving. Investing. Paying down debt. Putting money into retirement accounts.

But if I asked:

“When could you realistically make WORK optional?”

…they wouldn’t know.

That’s why I created the 3-Minute Make WORK Optional Assessment.

10 questions. Instant score. A simple way to see where you stand today — and where you may have some gaps.

👇 Take the assessment here:

https://form.jotform.com/262358298116060

And if it leaves you asking “Okay…so what’s MY number?”

Good.

That’s the question we should be answering.

Plan | Invest | Protect
Make WORK Optional.

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The assessment is for educational purposes only and is not a financial plan or individualized financial, investment, tax, legal or insurance advice.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

09/01/2026

💡Apparently “Telewealth” is the next big thing in financial advice.

We just called it… meeting with our clients. 😏

Zoom. Teams. FaceTime. Phone. Email. Text.

We’ve been working with clients this way for years.

But here’s the important part: we still meet face-to-face, too.

Want to sit across the table from us? Great.

Rather meet from your office, your couch, or while you’re traveling? We can do that too.

Because virtual shouldn’t mean impersonal. You still have a real financial advisor who knows you, your family, your goals and your plan.

The technology simply gives you more ways to access us.

You choose how we meet. We’ll meet you there.

So while “Telewealth” may have a fancy new name and be getting a lot more attention…

We’ve been doing it since before it was cool. 😎

And you don’t even need an appointment to take the first step.

Could you Make WORK Optional someday?

Take our free 3-minute assessment and find out where you stand:

👉 https://form.jotform.com/262358298116060

The Youngblood Group
Make WORK Optional.

08/27/2026

Could you make WORK optional?

Not necessarily retire tomorrow.

Not quit your job.

Just reach the point where you work because you want to — not because you have to.

That’s the idea behind Make WORK Optional.

But there’s a problem.

Most people have a 401(k). Maybe an IRA. Some savings. Insurance. Social Security or a pension someday.

They have a lot of financial stuff.

What they don’t always know is whether it’s actually working together — or whether they’re on track for the life they want.

So I built something simple.

The 3-Minute Make WORK Optional Assessment.

10 questions. About 3 minutes.

At the end, you’ll get your Make WORK Optional Score and a quick look at where you stand today.

No complicated financial jargon. No 47-page financial questionnaire. 😂

Just a simple starting point.

👇 Take the 3-Minute Make WORK Optional Assessment

https://form.jotform.com/262358298116060

And if your score leaves you wondering…

“Okay, but what’s MY number?”

That’s exactly the conversation I’d love to have.

***********
The assessment is for educational purposes only and is not a financial plan or individualized financial, investment, tax, legal or insurance advice.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

08/24/2026

“I spend alot more time thinking about where my clients will be in 5-10 years than where my business will be headed. If I don’t help my clients get to where they want to go then I’m out of business.”

08/24/2026

The Office Wall of Fame is taking shape. Who should I add next?
Sports Illustrated