"Your goals are boring..." - what came next might surprise you
As a financial planner, I push people to dream bigger. This is when real breakthroughs happen.
The Financial Wellness Project
Where financial wellness isn’t just discussed, it’s democratized. We’re breaking down the barriers to financial wellness, redefining the role of money, and reimagining what’s possible in our lives.
Dormant Last read · last published · next check
Read 7 days ago and current, but nothing has been published for 24 months.
Latest posts
Letters to my daughter about money and life
I struggled to find a way to share lessons with my daughter. Here’s how I found a way to do it.
A guide to stress-free investing & why I never worry about the stock market
And how you can stay calm amidst the market chaos (today and tomorrow)
This one investment mistake is costing Americans $172 billion per year in retirement savings
It’s such an easy mistake to make that it could happen to nearly anyone (and I want to help you avoid it)
From ordinary to extraordinary: the power of action
The one thing all successful people have in common (and it’s something you can do today)
This is your brain on money - a lesson about stress, emotions, and money that no one else will teach you
When stress and emotions run high, our logical (thinking) brain can get hijacked and it can lead to very costly financial decisions
New parents money checklist - 10 simple, easy to follow steps that all parents need to take
The 5 must-dos, 3 things not to overlook, and 2 bonus tips that might be the best investments you can make
What would you tell your younger self about money? Here are my top 5 things.
I’ve learned a lot in my 20 years as a financial planner. Here’s what I wish I knew 20 years ago.
Warren Buffet was right that bitcoin is “rat poison squared” but not for the reason most people think
This isn’t a lesson about a good or bad investment – it’s a lesson in what good investing is really all about.
Want to be a millionaire? Here's the research on how to become one.
The 5 common (and proven) paths to becoming a millionaire and what it takes to get there