Episode #4: If You Fail to Plan, You Plan to Fail – Life Planning
If you haven’t gone through these exercises, there is a 100% chance your financial plan is not accurate or complete. Come read and listen to find out more.
Month: January 2020
Paying Yourself First – 6 Ways to Automate Your Financial Life
If you aren’t automating your financial tasks, you are likely leaving money on the table. Learn 6 ways to pay yourself first, so that you can find efficient financial success.
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Do You Define Wealth With Your Feelings or a Number?
How do you define wealth? Do you need to feel wealthy? Or do you know you’re wealthy when you’ve hit the right number? How you define wealth impacts your freedom!
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AUM versus Flat-Fee: A Financial Advisor’s Perspective
Have you ever wanted a financial advisor’s inside perspective on fee-models? Well, today is your day. If you have a financial advisor (or if you are considering one), this post is a must-read.
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Episode #3: Fitting a Peloton into Your Budget
Is there something that you absolutely love to spend money on? In this episode, we not only tell you that it is okay… but that we highly encourage you to do it. Are we abandoning frugality completely? Is the site coming off the rails? Learn to spend lavishly in a guilt-free way.
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California Dreamin’ – Private School or the Doctor House?
Have you ever thoughts about private schooling for the kids? Or living in a more expensive location? Is this your current situation? Here are a physician finance expert’s thoughts on that situation.
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How to Be Better With Money: 5 Lessons from Sports
There is a lot we can learn from sports, even if you don’t like to play or watch. I dare you to not laugh while reading this post featuring quotes from Marshawn Lynch to Bobby Jones. These principles apply just as much to your personal finances as much as they do to sports. Check it out.
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Episode #2: Would a Financial Advisor Add Value for You?
Will a financial advisor add any value for you? The answer of course is that it depends on which of the three personal finance groups you fall into… where do you fall and should you use an advisor? Come read and listen to find out.
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5 Myths About Teaching Personal Finance
Money is too taboo to talk about with students and residents, right? That’s a common line of logic, unfortunately. Here are five myths about personal finance education, and how they don’t line up.
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Roth or Traditional 401(k): Which is Best for You?
Roth or a Traditional 401(k)? Which one is better for you? Check out the key factors of each option to see what suits your needs!
