SO, I did a thing y’all! I started a podcast! You have no idea how exciting this is to me, even though it is quite a bit off the “financial planning” path. I studied Comparative Literature in college, which is basically analyzing the literature, cinematography, and music of a particular time period or culture. My […]
2020 Goals So I’m going to depart a bit from my normal, money-focused content and talk a bit about my goals for this year. I already discussed how I’m getting a bit of a late start on my goals this year, so here I am posting this in mid-February and not caring one bit that […]
I am a big dreamer guys. I imagine big things. I set aggressive goals. I have a tendency to tell myself that I can do it all, all the time. Then life happens. I once killed myself training for a half-marathon during a particularly busy period at work and 9 months after having my second […]
Alright, y’all I’m about to get real on here. Why is it so hard to talk about money? Do you want to talk about money, but get weird looks from people anytime you bring it up and *gasp* mention a specific dollar amount? If you’ve been shamed for discussing money openly and freely, then this […]
I think a lot of us are operating on autopilot. We make life choices– big and small alike– based upon what our family expects, what society tells us is acceptable, and what “good, responsible” people do. Have you ever taken the time to question why you’re doing what you’re doing? Is it possible that you’re […]
This has come up with some clients recently, so I figured I could write about it while I’m working through this with them. So the basic scenario is you received a large, lump-sum windfall– whether that be from an inheritance or selling a home. The first and most important step to take is to not […]
Alright, people, I’ve touched a bit on the importance of automating your finances. It’s one of the foundational principles of what I teach clients. Since it is so central to what I advise, I thought it warranted a longer, more in-depth post. If you’ve been reading my blog for awhile, you know that I’m married […]
So, I’m not a natural rule follower (Sorry mom!), even when I create the rules for myself. They’re too restrictive, sap the joy out of what I’m doing, and generally leave me with an icky feeling. That’s probably why I hate the idea of following a strict budget. In case it wasn’t clear, I don’t […]
Let me paint a picture for you. A woman wakes up early on Saturday morning, brews some coffee and powers up her laptop. She sits down at the kitchen table and pulls up her bank and investment accounts. She has been diligently putting some money away with every paycheck and should feel proud and confident […]
I don’t mean to get all preachy on you guys, but I am definitely calling these our “4 Commandments.” Anyone who knows me knows that I’m not a massive “rule” person, but there are some truths and systems that are undeniably effective. Below are the key tenets of what I teach clients. I’ve refined them […]
