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VUCA, Finances, and the Hero's Guide


VUCA stands for volatility, uncertainty, complexity, and ambiguity. Those in the mid to late stages of their career face a confusing array of financial challenges. No longer can retirees rely on a pension from an employer or be confident in the support of government programs such as Social Security and Medicare. My "hero" - mid to late career executives - often lack the specialized knowledge to successfully navigate this VUCA terrain without the help of a guide.


Combine a VUCA world with 24/7 media, social media, and entrenched tribes and you get a lot of noise. Many years ago, I read Simon Sinek’s book, Start With Why. In the book, he wrote “say what you believe and you will attract the people who believe what you believe”. This is an interesting quote in this VUCA world.


I certainly do not want to add to the noise but would like to state a few things I believe:

  • I believe that we were all created by a God that loves us.

  • I believe that we are all created equal, that we are endowed by our Creator with certain unalienable Rights, that among these are Life, Liberty, and the Pursuit of Happiness. 1

  • I believe that my (our) ego or “false self”, gets in the way of living the life God wants.

  • I believe that we were created for a purpose.

  • I believe that life is a journey to discover and pursue this divinely inspired purpose.

  • I believe that many of us have either not found this purpose or, sadly, fail to pursue it due to financial considerations.

  • I believe that TandemGrowth Financial Advisors is my platform to help others create clarity and confidence.

  • I believe that personal, economic freedom and capitalism is the best system ever created for most people to live a life of economic security and dignity.

  • I believe that many people fail in their financial and investment planning due to behavioral mistakes driven by emotion rather than rational thought processes – that managing emotions and behavior is just as important as managing money.

  • I believe that most people would benefit from financial planning.

  • I believe in times like today (a VUCA world) that staying true to time-tested, evidence-based principles is essential.

  • I believe that many people would benefit from a relationship with a caring, competent financial advisor to assist in making decisions during uncertainty. (I know, a bit self-serving – but hey, it’s what I believe.) Here is a short video Dimensional Fund Advisors put together to illustrate this point.

Interested in learning more about my hero's six financial challenges in this VUCA world and how a guide can help? Grab your copy of The Money & Meaning Journey today!

  1. Paraphrased from The Declaration of Independence

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