07/03/2026
A few years ago, I posted about 16-year-old Owen meeting my financial advisor, Donnie, to begin his wealth-building journey.
Fast forward to last week...time for his annual checkup.
Now, considering he's a minimum-wage, part-time employee (but somehow a full-time gangsta), we're not exactly reviewing his offshore accounts just yet. But that's not really the point.
Donnie keeps reinforcing something I wish I understood at Owen's age: investing isn't about buying more stuff. It's about buying yourself options. It's about having leverage over life, sleeping a little better at night, and preparing for the worst while hoping for the best.
I also want these meetings to feel normal. Meeting with your financial advisor should eventually feel about as routine as going to the dentist or paying your cell phone bill.
I didn't start investing until my mid-20s, so Owen already has a head start if this sticks. I told him, "You don't have to become a financial expert. You just need to know one."
Next milestone: helping him buy his first home at 18. No pressure, kid.
Thanks, Donnie, for helping make smart financial habits part of Owen's everyday life. That's an investment that won't show up on a statement...but it'll pay dividends for decades.