Jonathan Greeson Financial Planning

10/14/2026

My latest article in the Buzz Around Wayne County focuses on one of my least favorite things, the upcoming election. My next blog post will be about it as well, so we can get this mess out of the way and enjoy the holiday season.

10/06/2026

Check those inboxes, people. The September newsletter went out yesterday. If you're not signed up, you can check out my latest blog post below. I think it's a pretty good one!

What is the best investment? The answer may surprise you.

09/27/2026

This video was part of the lesson in a writing course I'm taking. It's on "Zombie Nouns" and is worth your time. It's helpful and hilarious!

09/26/2026

This week my sister was asking me about mortgages. I told her about this interview on CNBC. It's definitely worth 2 minutes of your time.

Coldwell Banker Realty CEO Kamini Rangappan Lane joins CNBC's 'Squawk on the Street' to discuss the housing market as new home sales climbed to their highest level since last December.

09/23/2026

My latest Buzz article. Enjoy!

09/04/2026

The August email newsletter went out yesterday, so check those inboxes. Also, my latest blog post is below. Enjoy!

Nobody wants make a mistake and lose their hard-earned savings. Hopefully, this post can answer the question and ease your fears.

08/12/2026

My latest article in The Buzz Around Wayne County. Enjoy!

08/07/2026

Last Sunday, while watching the WNBA game between Minnesota Lynx & Indiana Feverr, I was reminded of playing my last wheelchair hockey tournament in MN. Looking back, while I was sad that no firms hired me as a financial advisor at the time, there was no way I could do both. I was able to play a game I loved, travel all over the US & Canada, and chase so many dreams with my family. Today, that couldn't happen. My dad is in a facility with Parkinson's, mom is fighting early Alzheimer's, & my body is no longer in "game shape." Fortunately, I don't need to travel in order to be the best CFP Board I can be helping my clients chase their dreams.
Looks like my life is another example of, "God's timing, not mine." He knew exactly what I needed and I wouldn't change a thing.

08/05/2026

For my latest blog post I wanted to keep celebrating America’s 250th birthday, so let’s talk about some of my American role models.

I'm not ready to stop remembering America’s 250th birthday, so let’s talk about some of my American role models

07/19/2026

Confession Time: Last Friday, I submitted my 110th Buzz Around Wayne County article. It’s hard to believe, but Article 109 was the first time my column received public criticism. Arguing in the comment section is pointless, but I do think clarifying the article’s point can be helpful to others.

People typically come to financial advisors in crisis. They have already been berated by their spouse, parents, closest friends, or internet bullies. Clients need to feel safe talking with me. By sharing about my own struggles with spending discipline in the article, I hoped it would bring some comfort for those who need help.

Yes, the critics’ concerns about affordability and taxes are valid, but we can’t solve these issues alone. I try to focus on things we can do, such as practicing the basic fundamentals of financial management.

Companies like Rocket Money, Chime, and Dave “bank” on the fact that most of us don’t practice basic fundamentals. Rocket Money’s current advertising campaign basically says we cannot remember our subscriptions, so they’ll just do it for us. Yes, there are situations where these services are needed. My job is to help you avoid those situations.

Luke 16:10 says, “One who is faithful in a very little is also faithful in much, and one who is dishonest in a very little is also dishonest in much.”

Regardless of the size of our bank accounts, we can always work on improving our financial management skills. Practicing good habits now can help you later.