"Advice from Hall & Mack"

Carla Hall (Book: "Carla Hall's Soul Food"):
"I don't set goals. I set an intention. And my intention since I was in my early 20s, was to be happy. That was it. So anything that I choose or when life chooses me to do something, I'm happy about it."

"A lot of times, when we're uncomfortable and people are telling us things that we don't like, we push them out, instead of doing the things, so that when the opportunity comes, we're not ready." 
Karen:  "I always say, in discomfort, is where growth happens. You can't grow, if you're comfortable."

Ryan C. Mack:
5 questions to ask when selecting a financial advisor:

1. Do you have a CFP (Certified Financial Planner)? If they don't, then make sure that they have great qualifications (ex. several articles/books written by them).
2. Can I see a copy of your ADV2? (small document; tells you if the person is registered, how they get paid, are they commissioned driven or fee-based) I prefer fee-based advisor, they are not trying to sell you stocks or insurance just to earn a commission off of it.
3. Can I see 3 referrals? Don't just get them. Call them. This person is going to be integrated into your life, so you better be friendly with that individual.
4. How long have you been practicing in this area? (ex. some advisors work with special needs children with disabilities, sports agents, unions, veterans with benefits)
5. What clients do you serve? A new advisor might not have a track record. One that's been around for a year or so, might have the lengthy income statements that you prefer that they have. If they have the qualifications, certifications and referrals, go with that. I prefer one that has been around for at least 5 years on the record.