The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
COMPASSCAPITALMGT.COM
The Economic Journey of Your Morning Coffee
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
COMPASSCAPITALMGT.COM
Data Thieves from Outer Space
LIVEALIFEBY.DESIGN
Episode 79: Leading with Kindness in a Time of Disruption
Live a Life by Design
September 28 at 8:25 AM ·
Do you ever wonder how some people impact the lives of others in exceptional ways? The answer lies in this episode. Our guest, Oklahoma City Mayor David Holt, takes us behind the scenes to describe the activities he must manage in the United States’ 25th Largest City. His secret to his phenomenal success in life is one that will surprise you. His very modest beginnings serve as the foundation for an outstanding career in public service. In this episode, Jimmy asks Mayor Holt the personal questions that you won’t hear in the official releases of his office. Follow the link below to listen!
https://livealifeby.design/podcast/leading-with-kindness-in-adisruption/
Live a Life by Design
September 28 at 8:25 AM ·
Do you ever wonder how some people impact the lives of others in exceptional ways? The answer lies in this episode. Our guest, Oklahoma City Mayor David Holt, takes us behind the scenes to describe the activities he must manage in the United States’ 25th Largest City. His secret to his phenomenal success in life is one that will surprise you. His very modest beginnings serve as the foundation for an outstanding career in public service. In this episode, Jimmy asks Mayor Holt the personal questions that you won’t hear in the official releases of his office. Follow the link below to listen!
https://livealifeby.design/podcast/leading-with-kindness-in-adisruption/
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
COMPASSCAPITALMGT.COM
Tax Deductions You Won't Believe
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
COMPASSCAPITALMGT.COM
A House Divided
1 in 7 women will be diagnosed with breast cancer in their lifetime. Together we can bring awareness to this horrible disease and fight to end it.
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
COMPASSCAPITALMGT.COM
Monthly Market Insights | October 2020
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
COMPASSCAPITALMGT.COM
Avoiding Cognitive Decline
LIVEALIFEBY.DESIGN
Episode 80: Turn Weariness Into Awareness
Live a Life by Design
October 7 at 9:29 AM ·
Are you truly aware of areas of life that need your talents, your voice? Do you ever wonder how our world became so disrupted? In this episode Jimmy shares three strategies to turn your weariness of the world into awareness of hope.
Follow the link below to listen to this week's episode!
https://livealifeby.design/podcast/turn-weariness-into-awareness/
Every year since 1947, the U.S. President pens an economics textbook.
COMPASSCAPITALMGT.COM
Required Reading: The Economic Report of the President
In honor of Boss’s Day, we would like to share our appreciation for Jimmy Williams! Jimmy always goes above and beyond for us to ensure we have the best workplace possible. His dedication to his family and team is very admirable and we couldn’t be luckier! Thank you for all that you do and thank you for being the best boss ever!
Starting next week you will see a whole new look on our website! The web address will remain the same, but we have worked hard to ensure the content and navigation is better and more user friendly for our visitors. Please make note that our current site will be down for a day or two while we get everything moved over. In the meantime, watch for our announcement of the launch of our new site next week and if you have any questions, please contact our office at 918-423-3222.
Many have heard they should avoid probate; do you understand what probate is and how it works?
COMPASSCAPITALMGT.COM
Problems with Probate
Next week we are partnering with the OSCPA for the OSCPA Week of Service! We have decided to host a food drive. All week we will have a box outside our door where you can drop off any non-perishable food items to donate. We will be matching your donations and all the proceeds will go to the Community Food Bank-Eastern Oklahoma here in McAlester! We appreciate you all!
For a small business, the loss of a key person could cause financial hardship.
COMPASSCAPITALMGT.COM
Protecting Your Business from the Loss of a Key Person
LIVEALIFEBY.DESIGN
Episode 81: The Importance of Leading a Life of Service
Live a Life by Design
October 12 at 7:47 AM ·
Do you ever know someone that has left a powerfully impactful legacy in life? In this episode Jimmy interviews Craig Hodges, CEO of Hodges Capital. Follow the link below to listen!
https://livealifeby.design/podcast/importance-of-leading-a-life-of-service/
Tomorrow will be the last day to contribute to our OSCPA Week of Service Food Drive! Our office is open until 5:00 PM today and until noon tomorrow. Thank you all for your help in giving back to our community!
https://www.compasscapitalmgt.com/post/the-one-secret-to-retiring-successfully
COMPASSCAPITALMGT.COM
The One Secret to Retiring Successfully
Our website got a makeover and it is live now! Head on over to https://www.compasscapitalmgt.com/ to check it out!
COMPASSCAPITALMGT.COM
HOME | CCM
Don't forget! We are hosting a food drive this week in honor of the OSCPA Week of Service. We will be collecting non-perishable food items at our office and we will match the donations at the end of the week to be donated to our local food bank. Join us in giving back to our community this week!
At Compass Capital Management, our award winning team is here to help ensure that your transition to retirement is as easy as possible so you can start living your life by design. Call us today to schedule a complimentary retirement planning consultation. 918-423-3222
See more details about our services by visiting https://www.compasscapitalmgt.com
LIVEALIFEBY.DESIGN
Episode 83: Go the Extra Mile
Live a Life by Design
October 26 at 12:28 PM ·
Do you ever wonder why the board of directors pays the CEO of Disney $47.5 million in compensation? You can duplicate this success in your own life! In this episode Jimmy shares three lessons to help you achieve success in life. Follow the link below to listen!
https://livealifeby.design/podcast/go-the-extra-mile/
Special thanks to everyone that contributed to our OSCPA Week of Service Food Drive! With your help we donated 173 pounds of food to the Community Food Bank - Eastern Oklahoma!
LIVEALIFEBY.DESIGN
Episode 84: How to Maximize the Seasons of Life
Live a Life by Design
Yesterday at 8:31 AM ·
Do you ever feel stuck in the “Winter” season of life? In this episode Jimmy shares the principles of the four seasons to help you achieve your goals and transform your life no matter the time of year. Follow the link below to listen!
https://livealifeby.design/podcast/maximize-seasons-of-life/
Our Co-Directors of Fluffiness have a very important message for you all for National Cat Day...
Call us to schedule a complimentary retirement planning consolation so you can start saving right "meow"!
918-423-3222
Take some time today to thank the service men and women in your life. Their selfless service does not go unrecognized.
Thank you to all our veterans!
Do you ever wonder what your life would have been like if you only had taken that chance opportunity when you were younger? In this episode, Jimmy shares three steps to overcoming your limiting beliefs and achieving greatness in life. Follow the link below to listen!
https://www.compasscapitalmgt.com/post/podcast-thinking-small-serves-no-one
COMPASSCAPITALMGT.COM
PODCAST - Thinking Small Serves No One
COMPASSCAPITALMGT.COM
Elections Have Consequences
Do you ever wonder what your life would be like if you had more education? In this episode Jimmy interviews Oklahoma Secretary of Education Ryan Walters about the role education, formal and informal, plays in the lives of people. Follow the link below to listen!
https://www.compasscapitalmgt.com/post/podcast-the-source-for-positive-change
COMPASSCAPITALMGT.COM
PODCAST - The Source for Positive Change
We hope you all have a safe and Happy Thanksgiving! We are so thankful to have the opportunity to serve as your wealth advisors.
What are you thankful for this year?
Please note our adjusted hours this week so that our team can enjoy time with their families. We will resume normal business hours on Monday, November 30. Thank you!
Do you ever wonder why certain individuals make life look effortless and successful while you drudge along? In this episode, Jimmy interviews Matt Halloran of Top Advisor Marketing to share the importance of coaching in the development of your full potential. Follow the link below to listen!
https://www.compasscapitalmgt.com/post/podcast-the-importance-of-coaching-and-being-unique
COMPASSCAPITALMGT.COM
PODCAST - The Importance of Coaching and Being Unique
MCALESTERNEWS.COM
Help local children through MN-C, Lions Club Angel Tree
Do you ever think about your past impacting your future? In this episode Jimmy interviews Lindsay Graham, podcast producer and voice talent for Wondery’s American Elections: Wicked Game and other award-winning podcasts, to learn strategies of implementing history in a manner that helps you create your future. Follow the link below to listen!
https://www.compasscapitalmgt.com/post/podcast-using-history-to-create-your-bigger-future
COMPASSCAPITALMGT.COM
PODCAST - Using History to Create Your Bigger Future
Do you ever possess the ability to understand generations that think differently than you? To help you understand the approach, drive and integrity of millennials in today's workforce, Jimmy interviews two outstanding and talented women who have made and will continue to change the world. Follow the link below to listen!
https://www.compasscapitalmgt.com/post/podcast-how-and-why-millennials-will-help-you-succeed
COMPASSCAPITALMGT.COM
PODCAST - How and Why Millennials Will Help You Succeed
This year, celebrating the holidays looks different in many ways. But thanks to Paint the Town and the power of Zoom we were able to come together in a virtual setting, create some masterpieces and have a great time! We have to make the best of what we have been dealt this year and just know that next year will be extra special!
It’s that time of year when the sand has almost passed to the bottom of the hourglass. Most individual taxpayers are calendar-year filers which means that many opportunities to reduce your 2020 income tax bill will lapse after midnight on December 31, 2020.
https://www.compasscapitalmgt.com/post/last-minute-strategies-to-lower-your-taxes
COMPASSCAPITALMGT.COM
Last-Minute Strategies To Lower Your Taxes
Please read the notice below regarding our updated COVID-19 procedures. This procedure will go into effect December 18, 2020. If you have any questions, please give us a call at 918-423-3222
https://www.compasscapitalmgt.com/covid-19-information
When it comes to retirement, making goals can be very helpful to stay on track. We can help with that!
As the new year approaches don't forget to make new goals to live your life to the fullest! What do you have planned to live your life by design in 2021?
Unfortunately, the drive up Christmas Concert scheduled for this evening has been canceled due to weather concerns. Thank you to the McAlester High School band for volunteering to bring our community together in a safe way!
Jimmy J. Williams is with Dena G. Williams and 9 others.
December 15 at 3:57 PM ·
Christmas Concert canceled for tonight in McAlester! Due to inclement weather, and in the best interest of our MHS Band Members and Mark Price, Band Director, the concert will be canceled. Thank you to everyone that had planned to celebrate Christmas with the Buffalo Band! Go Buffs!!
We are wishing you all a safe, healthy and Merry Christmas!
Please see our adjusted holiday hours for the next two weeks. Happy holidays to you and yours!
Just a reminder that our office will be closing at 3:00 pm CST and will resume normal business hours on Monday, January 4, 2021 so that our team may celebrate the new year! We hope you all stay safe and healthy this evening.
We hope everyone had an amazing holiday weekend. Now its time to get the week started with some Monday motivation! Do you ever wonder how some people seem to find success rather quickly? In this episode, Jimmy interviews Lillian Cunningham, award-winning journalist with the Washington Post and creator of Webby Award-winning podcasts, to discover how she found success. Follow the link below to listen!
https://www.compasscapitalmgt.com/post/podcast-want-to-reach-your-goals-think-moonshot
COMPASSCAPITALMGT.COM
PODCAST - Want to Reach Your Goals? Think Moonshot!
Do you ever wonder how our future will look in the hands of Generation Z? In this episode Jimmy interviews Annika Van Nest, creator of Prickly Pear Coffee of Nashville, Tennessee, to learn how she has been inspired to excel in her entrepreneurial dreams while remaining true to her beliefs and principles. Follow the link below to listen!
https://www.compasscapitalmgt.com/post/podcast-leadership-across-the-generations-how-young-entrepreneurs-are-changing-our-world
Wishing you all a Happy New Year! What are you looking forward to the most in 2021?
Do you have trouble resolving your New Year's resolutions? You're not alone. Learn how we are changing things up this year to be better and live our life by design. Follow the link below to read.
https://www.compasscapitalmgt.com/post/the-millennial-perspective-ending-new-year-s-resolutions-for-good
COMPASSCAPITALMGT.COM
The Millennial Perspective: Ending New Year’s Resolutions for Good
Dr. Martin Luther King Jr. was a very intelligent and inspiring man. He was a force for change in our world and was gone too soon. To this day, his words still ring true. Take a moment today to reflect on he life he lead and remember that it is important to unite in times of disruption in order to rebuild to live out the dream that he once had.
Make 2021 the year of expanding your mind and learning new things!
Do you want to learn how to predict your life after retirement by planning for the future? Give us a call to schedule a complimentary consultation. We are happy to help. 918-423-3222
Do you ever wish you owned a crystal ball and could see what the future holds for you? In this episode, Jimmy shares several strategies and ideas to help you create the future you desire and how to eliminate the distractions that rob you of your goal achievement Follow the link below to listen to this week's episode!
https://www.compasscapitalmgt.com/post/podcast-how-to-predict-your-future
COMPASSCAPITALMGT.COM
www.compasscapitalmgt.com
Dr. Martin Luther King Jr. was a very intelligent and inspiring man. He was a force for change in our world and was gone too soon. To this day, his words still ring true. Take a moment today to reflect on he life he lead and remember that it is important to unite in times of disruption in order to rebuild to live out the dream that he once had.
Make 2021 the year of expanding your mind and learning new things!
Do you want to learn how to predict your life after retirement by planning for the future? Give us a call to schedule a complimentary consultation. We are happy to help. 918-423-3222
"If the economy has been so volatile, why have the markets been so robust? The answer is not a simple one but allow me to offer a response."
https://www.compasscapitalmgt.com/post/difference-between-economy-and-markets
COMPASSCAPITALMGT.COM
Difference Between Economy and Markets
Do you feel overwhelmed with all of the data, things, people, pictures, etc. you receive each day? The solution to your challenge is in this podcast! In this episode, Jimmy interviews Stacey Harmon, entrepreneur, about her approach to helping people get control of their life again. Follow the link below to listen!
https://www.compasscapitalmgt.com/post/podcast-get-organized-gain-success
COMPASSCAPITALMGT.COM
PODCAST - Get Organized, Gain Success!
Do you ever wish you owned a crystal ball and could see what the future holds for you? In this episode, Jimmy shares several strategies and ideas to help you create the future you desire and how to eliminate the distractions that rob you of your goal achievement Follow the link below to listen to this week's episode!
https://www.compasscapitalmgt.com/post/podcast-how-to-predict-your-future
COMPASSCAPITALMGT.COM
www.compasscapitalmgt.com
Dr. Martin Luther King Jr. was a very intelligent and inspiring man. He was a force for change in our world and was gone too soon. To this day, his words still ring true. Take a moment today to reflect on he life he lead and remember that it is important to unite in times of disruption in order to rebuild to live out the dream that he once had.
Make 2021 the year of expanding your mind and learning new things!
Do you want to learn how to predict your life after retirement by planning for the future? Give us a call to schedule a complimentary consultation. We are happy to help. 918-423-3222
“We all have different financial journeys. What works for your family and friends may not work for you. Do not be afraid to ask for help to build a plan that is designed for and works for you.”
https://www.compasscapitalmgt.com/post/the-millennial-perspective-who-to-trust
COMPASSCAPITALMGT.COM
The Millennial Perspective: Who To Trust?
Do you ever feel overwhelmed with negativity? Has the news, COVID-19, and worry taken over your mindset? There is hope! In this episode, Jimmy discusses three powerful strategies to help you regain your mindfulness. Follow the link below to listen!
https://www.compasscapitalmgt.com/post/podcast-you-are-the-master-of-your-mindset
COMPASSCAPITALMGT.COM
PODCAST - You are the Master of Your Mindset
"If the economy has been so volatile, why have the markets been so robust? The answer is not a simple one but allow me to offer a response."
https://www.compasscapitalmgt.com/post/difference-between-economy-and-markets
COMPASSCAPITALMGT.COM
Difference Between Economy and Markets
Do you feel overwhelmed with all of the data, things, people, pictures, etc. you receive each day? The solution to your challenge is in this podcast! In this episode, Jimmy interviews Stacey Harmon, entrepreneur, about her approach to helping people get control of their life again. Follow the link below to listen!
https://www.compasscapitalmgt.com/post/podcast-get-organized-gain-success
COMPASSCAPITALMGT.COM
PODCAST - Get Organized, Gain Success!
Do you ever wish you owned a crystal ball and could see what the future holds for you? In this episode, Jimmy shares several strategies and ideas to help you create the future you desire and how to eliminate the distractions that rob you of your goal achievement Follow the link below to listen to this week's episode!
https://www.compasscapitalmgt.com/post/podcast-how-to-predict-your-future
COMPASSCAPITALMGT.COM
www.compasscapitalmgt.com
Dr. Martin Luther King Jr. was a very intelligent and inspiring man. He was a force for change in our world and was gone too soon. To this day, his words still ring true. Take a moment today to reflect on he life he lead and remember that it is important to unite in times of disruption in order to rebuild to live out the dream that he once had.
"A plain piece of paper and your favorite writing instrument will open your mind to the world you want to develop."
https://www.compasscapitalmgt.com/post/predict-your-future-by-creating-it
COMPASSCAPITALMGT.COM
Predict Your Future By Creating It
Do you ever defeated or a failure because you feared something? It is time you flexed your muscle for overcoming fear and embracing change! In this episode Jimmy shares three fears of change and how to overcome them.
https://www.compasscapitalmgt.com/post/predict-your-future-by-creating-it
COMPASSCAPITALMGT.COM
Predict Your Future By Creating It
“We all have different financial journeys. What works for your family and friends may not work for you. Do not be afraid to ask for help to build a plan that is designed for and works for you.”
https://www.compasscapitalmgt.com/post/the-millennial-perspective-who-to-trust
COMPASSCAPITALMGT.COM
The Millennial Perspective: Who To Trust?
Do you ever feel overwhelmed with negativity? Has the news, COVID-19, and worry taken over your mindset? There is hope! In this episode, Jimmy discusses three powerful strategies to help you regain your mindfulness. Follow the link below to listen!
https://www.compasscapitalmgt.com/post/podcast-you-are-the-master-of-your-mindset
COMPASSCAPITALMGT.COM
PODCAST - You are the Master of Your Mindset
"If the economy has been so volatile, why have the markets been so robust? The answer is not a simple one but allow me to offer a response."
https://www.compasscapitalmgt.com/post/difference-between-economy-and-markets
COMPASSCAPITALMGT.COM
Difference Between Economy and Markets
Do you feel overwhelmed with all of the data, things, people, pictures, etc. you receive each day? The solution to your challenge is in this podcast! In this episode, Jimmy interviews Stacey Harmon, entrepreneur, about her approach to helping people get control of their life again. Follow the link below to listen!
https://www.compasscapitalmgt.com/post/podcast-get-organized-gain-success
COMPASSCAPITALMGT.COM
PODCAST - Get Organized, Gain Success!
The SBA is working diligently to assist small businesses with the necessary funding to continue to employ and sustain their business. This article provides the most recent changes implemented by the SBA for the PPP.
SMARTBRIEF.COM
SBA announces PPP process changes
Do you ever feel your life is spinning out of control? Are you in control of your day or does the day run you? You can and should take control of your life! In this episode, Jimmy interviews Andrea Millar, CPA/PFS, CFLA,RLP® to discover the tools and strategies you can use to gain focus, control and direction in your busy life. Follow the link below to listen!
https://www.compasscapitalmgt.com/post/podcast-your-life-needs-a-plan
COMPASSCAPITALMGT.COM
PODCAST - Your Life Needs a Plan
We hope you all are staying warm and feeling the love today! Happy Valentine’s Day!
"A plain piece of paper and your favorite writing instrument will open your mind to the world you want to develop."
https://www.compasscapitalmgt.com/post/predict-your-future-by-creating-it
COMPASSCAPITALMGT.COM
Predict Your Future By Creating It
Do you ever defeated or a failure because you feared something? It is time you flexed your muscle for overcoming fear and embracing change! In this episode Jimmy shares three fears of change and how to overcome them.
https://www.compasscapitalmgt.com/post/predict-your-future-by-creating-it
COMPASSCAPITALMGT.COM
Predict Your Future By Creating It
“We all have different financial journeys. What works for your family and friends may not work for you. Do not be afraid to ask for help to build a plan that is designed for and works for you.”
https://www.compasscapitalmgt.com/post/the-millennial-perspective-who-to-trust
COMPASSCAPITALMGT.COM
The Millennial Perspective: Who To Trust?
We made it to episode 100!!! Our co-hosts, Lori, Ashley and Jimmy reflecting on the previous 99 episodes of Live a Life by Design! From our team at Live a Life by Design to you, our valued listeners/subscribers – THANK YOU and ENJOY!
https://www.compasscapitalmgt.com/post/podcast-the-best-of-live-a-life-by-design
COMPASSCAPITALMGT.COM
PODCAST - The Best of Live a Life By Design
The SBA is working diligently to assist small businesses with the necessary funding to continue to employ and sustain their business. This article provides the most recent changes implemented by the SBA for the PPP.
SMARTBRIEF.COM
SBA announces PPP process changes
Do you ever feel your life is spinning out of control? Are you in control of your day or does the day run you? You can and should take control of your life! In this episode, Jimmy interviews Andrea Millar, CPA/PFS, CFLA,RLP® to discover the tools and strategies you can use to gain focus, control and direction in your busy life. Follow the link below to listen!
https://www.compasscapitalmgt.com/post/podcast-your-life-needs-a-plan
COMPASSCAPITALMGT.COM
PODCAST - Your Life Needs a Plan
We hope you all are staying warm and feeling the love today! Happy Valentine’s Day!
"A plain piece of paper and your favorite writing instrument will open your mind to the world you want to develop."
https://www.compasscapitalmgt.com/post/predict-your-future-by-creating-it
COMPASSCAPITALMGT.COM
Predict Your Future By Creating It
Do you ever defeated or a failure because you feared something? It is time you flexed your muscle for overcoming fear and embracing change! In this episode Jimmy shares three fears of change and how to overcome them.
https://www.compasscapitalmgt.com/post/predict-your-future-by-creating-it
COMPASSCAPITALMGT.COM
Predict Your Future By Creating It
BREAKING NEWS! The IRA has extended the time to file your 2020 taxes. To read more about the changes and how they may effect you, follow the link below!
https://www.compasscapitalmgt.com/post/tax-relief-for-recent-disaster-victims
COMPASSCAPITALMGT.COM
Tax Relief For Recent Disaster Victims
Life doesn't have to be unpredictable. Embrace change.
Schedule your complimentary consultation to see if you are on the right track. 918-423-3222
We made it to episode 100!!! Our co-hosts, Lori, Ashley and Jimmy reflecting on the previous 99 episodes of Live a Life by Design! From our team at Live a Life by Design to you, our valued listeners/subscribers – THANK YOU and ENJOY!
https://www.compasscapitalmgt.com/post/podcast-the-best-of-live-a-life-by-design
COMPASSCAPITALMGT.COM
PODCAST - The Best of Live a Life By Design
The SBA is working diligently to assist small businesses with the necessary funding to continue to employ and sustain their business. This article provides the most recent changes implemented by the SBA for the PPP.
SMARTBRIEF.COM
SBA announces PPP process changes
Do you ever feel your life is spinning out of control? Are you in control of your day or does the day run you? You can and should take control of your life! In this episode, Jimmy interviews Andrea Millar, CPA/PFS, CFLA,RLP® to discover the tools and strategies you can use to gain focus, control and direction in your busy life. Follow the link below to listen!
https://www.compasscapitalmgt.com/post/podcast-your-life-needs-a-plan
COMPASSCAPITALMGT.COM
PODCAST - Your Life Needs a Plan
We hope you all are staying warm and feeling the love today! Happy Valentine’s Day!
https://www.compasscapitalmgt.com/post/tax-relief-for-recent-disaster-victims
Do you ever wonder why lasting happiness seems to have found a place in those around you, but not in your life? Your days are about to change! In this episode Jimmy shares ideas to achieving and retaining lasting happiness in your life. Follow the link below to listen!
https://www.compasscapitalmgt.com/post/podcast-have-do-be
COMPASSCAPITALMGT.COM
PODCAST - Have, Do, Be…
BREAKING NEWS! The IRA has extended the time to file your 2020 taxes. To read more about the changes and how they may effect you, follow the link below!
https://www.compasscapitalmgt.com/post/tax-relief-for-recent-disaster-victims
COMPASSCAPITALMGT.COM
Tax Relief For Recent Disaster Victims
Life doesn't have to be unpredictable. Embrace change.
Schedule your complimentary consultation to see if you are on the right track. 918-423-3222
We made it to episode 100!!! Our co-hosts, Lori, Ashley and Jimmy reflecting on the previous 99 episodes of Live a Life by Design! From our team at Live a Life by Design to you, our valued listeners/subscribers – THANK YOU and ENJOY!
https://www.compasscapitalmgt.com/post/podcast-the-best-of-live-a-life-by-design
COMPASSCAPITALMGT.COM
PODCAST - The Best of Live a Life By Design
The SBA is working diligently to assist small businesses with the necessary funding to continue to employ and sustain their business. This article provides the most recent changes implemented by the SBA for the PPP.
SMARTBRIEF.COM
SBA announces PPP process changes
Today we wish our very own Jimmy Williams the happiest of birthdays! We hope you have an amazing day! 🥳🎂
"Living slightly below your means is a good way to pay off debts, but living very far below your means just because of debt may tarnish your quality of life and your relationship with money."
Follow the link below to read more!
https://www.compasscapitalmgt.com/post/the-millennial-perspective-climbing-everest
COMPASSCAPITALMGT.COM
The Millennial Perspective: Climbing Everest
Today we celebrate the wonderful and talented women we have on the Compass Capital Management team, LeAnn Lewis, Amy Cotton, Shelby Heflin, Ashley Stieb, and Anna Webster. We also want to celebrate women all over the world!
Happy International Women’s Day!
https://www.compasscapitalmgt.com/post/tax-relief-for-recent-disaster-victims
Do you ever wonder why lasting happiness seems to have found a place in those around you, but not in your life? Your days are about to change! In this episode Jimmy shares ideas to achieving and retaining lasting happiness in your life. Follow the link below to listen!
https://www.compasscapitalmgt.com/post/podcast-have-do-be
COMPASSCAPITALMGT.COM
PODCAST - Have, Do, Be…
BREAKING NEWS! The IRA has extended the time to file your 2020 taxes. To read more about the changes and how they may effect you, follow the link below!
https://www.compasscapitalmgt.com/post/tax-relief-for-recent-disaster-victims
COMPASSCAPITALMGT.COM
Tax Relief For Recent Disaster Victims
We would love to help you find your pot of gold. Give us a call today! 918-423-3222
We hope you have a wonderful and safe St. Patty's Day!
On March 22, 2021 at 6 PM CST we will be hosting an OTRS (Oklahoma Teacher Retirement System) Retirement Planning Strategies webinar. Whether you are planning on retiring soon or are just looking for information to help you prepare for that day, then we encourage you to join us. We will be discussing your retirement plan options, qualifications and more! This event is free and open to anyone, so please share this post and help us get the word out!
If you wish to join us please email Ashley Stieb at ashley@compasscapitalmgt.com
MON, MAR 22 AT 6:00 PM CDT
OTRS Retirement Planning Strategies Webinar
Please see our update COVID-19 office policy effective March 15, 2021 by following the link below. As always, thank you for being patient with us as we have navigated through these unprecedented times.
https://www.compasscapitalmgt.com/covid-19-information
COMPASSCAPITALMGT.COM
COVID-19 Information | CCM
Today we wish our very own Jimmy Williams the happiest of birthdays! We hope you have an amazing day! 🥳🎂
"Living slightly below your means is a good way to pay off debts, but living very far below your means just because of debt may tarnish your quality of life and your relationship with money."
Follow the link below to read more!
https://www.compasscapitalmgt.com/post/the-millennial-perspective-climbing-everest
COMPASSCAPITALMGT.COM
The Millennial Perspective: Climbing Everest
Do you ever wonder what the secret to lasting success would be? In this episode, Jimmy shares things you must give up to be successful. Follow the link below to listen!
https://www.compasscapitalmgt.com/post/podcast-5-things-to-give-up-to-be-successful
COMPASSCAPITALMGT.COM
PODCAST - 5 Things to Give Up to be Successful
Don't forget to join us for our OTRS Retirement Planning Strategies Webinar tonight! If you'd like to tune in, send us a message or email Ashley at ashley@compasscapitalmgt.com to receive your Zoom link.
Please share this post with your friends and help us get the word out!
MON, MAR 22
OTRS Retirement Planning Strategies Webinar
We would love to help you find your pot of gold. Give us a call today! 918-423-3222
We hope you have a wonderful and safe St. Patty's Day!
On March 22, 2021 at 6 PM CST we will be hosting an OTRS (Oklahoma Teacher Retirement System) Retirement Planning Strategies webinar. Whether you are planning on retiring soon or are just looking for information to help you prepare for that day, then we encourage you to join us. We will be discussing your retirement plan options, qualifications and more! This event is free and open to anyone, so please share this post and help us get the word out!
If you wish to join us please email Ashley Stieb at ashley@compasscapitalmgt.com
MON, MAR 22
OTRS Retirement Planning Strategies Webinar
Please see our update COVID-19 office policy effective March 15, 2021 by following the link below. As always, thank you for being patient with us as we have navigated through these unprecedented times.
https://www.compasscapitalmgt.com/covid-19-information
COMPASSCAPITALMGT.COM
COVID-19 Information | CCM
