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Use Your Wealth

Former Wall Street banker exploring how to use money well and how wealth impacts the changing nature of work, relationships, identity and community.

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Why You Should Want a Private Banker (And How It Won’t Cost You Anything) Part I

The unique benefits of private banking at small and regional banks

Lifestyle Creep Is the Goal, Not the Enemy

What's so bad about inflating your lifestyle?

5 Hard Truths Your Financial Advisor May Avoid

Why advisors ignore overspending, divorce, gambling and mortality risks

How Wealthy Families Use Intrafamily Loans

The unsung upside of ignoring Dave Ramsey's classic advice

7 Surprises After 2 Years in Retirement

Tax, spending and mindset shifts this financial planner didn't see coming

Real Estate Won't Make You Feel Rich

Buying a home isn't the wealth hack you've been sold

What I Gained When I Lost Half

Divorce Dividends

What to Do If You Just Became a SpaceX Millionaire!

Thoughts on navigating a windfall.

What I Learned About Wealthy People as a Private Banker

Surprising insights from 20 years in wealth management

Should I Pay off My Mortgage?

On trying to take my own advice.

You Should Probably Stop Saving for Retirement

Retirement isn't the ultimate goal - a good life is.