What good is information if it never turns into action?

That question is the heart of From the Field, our quarterly episode where I step back from the content and share what this work actually looks like in practice. As a financial advisor in Lexington, Kentucky, I get to sit across the table from real families navigating real situations. This episode is a window into that.

Here's a sample of what we worked through together in Q2 2026 at Coin and Seed Wealth Management.

WHAT YOU'LL LEARN

•      How we helped a retired couple increase their giving to their church and create more freedom in their budget through a dedicated travel account

•      How we helped a family increase their monthly income by strategically utilizing an inheritance

•      How we helped a family finalize special needs planning by connecting them with an estate attorney

•      How we helped a couple build a plan for the cost of care for an aging father

•      How we helped several couples find clarity and balance between living life now and planning for the future

•      How we helped a business owner transition off of buyout payments and onto income from the assets he had already built

•      A recap of everything The Groundwork covered in Q2 2026

•      A preview of the One Big Beautiful Bill Act series coming over the next several weeks

Do any of these situations sound familiar? That's exactly what this conversation is for.

If you're a family in Lexington, Central Kentucky, or anywhere across the Bluegrass, and you're not sure how recent changes may affect your plan, or you're navigating a situation that feels familiar to one of these, I'd be glad and honored to sit down with you.