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Author Archives: Dan Johnson, CFP

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I am the President and CCO of Forward Thinking Wealth Management, LLC, which is the flat-fee financial planning firm located in Akron, OH, and set up to work virtually with clients across the country. I charge clients a flat fee of $4,800 regardless of asset size. My firm is a solution to what I feel is a broken system where clients pay advisors based on something out of their control - the performance of the market.

Ego Is the Enemy

Ego Is the Enemy

You know I like to read.  I came across a new author recently named Ryan Holiday.  If you know of him – why didn’t you tell me to read some of his stuff!?!  He has a rather interesting background, however, ...

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Domino’s Performance is a Lesson in Underestimating

Domino’s Performance is a Lesson in Underestimating

I had a classmate in grad school who taught me an important lesson in underestimating.  She was very quiet and sat in the back of class with her big hair (it was the 90s).  I don’t recall her ever volunteering ...

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Should You Buy Life Insurance for Kids

Should You Buy Life Insurance for Kids

My brother owned a Harley and said HD stood for “Hundred Dollars” as everything related to his bike cost him a fortune.  I believe some “financial advisors” think MD stands for “Made of Dollars” as I keep hearing horror stories ...

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Is It Trump’s Rally?

Is It Trump’s Rally?

When the current administration took office they declared the performance of the stock market is how they should be measured on the economy.  Lately there has been quite a bit of credit being claimed by the White House that the ...

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Being Treated Like a Prospect

Being Treated Like a Prospect

I had the weirdest Friday ever recently.  I spent most of the day away from the office doing some personal stuff.  The problem was every turn I made I was reminded of stupid stuff too many financial advisors do.  Or ...

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Monthly Breakfast Discussions

Monthly Breakfast Discussions

I am rolling out something new.  I have no formal name for it, however, the concept is pretty simple.  Once a month I will be hosting a breakfast discussion.  Similar to how I approach these emails the focus will be ...

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Flight Plans and Financial Plans

Flight Plans and Financial Plans

I was talking recently to someone who travels a lot. He is constantly flying for both work and pleasure. Some of the flights are local and others are all over the world. Since he is in airports so much he ...

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Mid-Year Market Thoughts

Mid-Year Market Thoughts

I haven’t done a market update in a bit.  Partially because there hasn’t been much of anything exciting to write about.  With the first half of the year in the books I figured it was worth dusting off the market ...

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Evidence-Based Investing

Evidence-Based Investing

I thought I would take a minute to explain what exactly is evidence-based investing, as it is a popular term now.  I have neglected talking about it because it is how I manage money and approach financial planning.  Please accept ...

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The Demise of Retirement

The Demise of Retirement

There’s a story of the wealthy businessman, the fisherman and the child.  It goes along the lines of the businessman comes across the fisherman who is sitting on a dock playing a game with a child.  The businessman asks the ...

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