Financial Planning

Overcoming Regret

For the last while, I have been writing about topics that are directly related to your financial plan, but I thought it would be good to switch it up this week and talk about something deeper that many people struggle with financially, regret.   Whether it comes from over swiping a credit card, not investing early enough, cashing out a 401(k),…

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Weekend Review

Weekend Review January 24, 2021

Tweets of The Week Favorite Articles/Podcasts Morgan Housel: Personal Finance Philosophies – “Save like a pessimist and invest like an optimist. They’re different skills that can contradict each other. But you need both to build wealth over time. Survive the short run to enjoy the fruits of the long run.“ Josh Brown: Dear Samantha –“This is, I believe, the true…

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Podcasts

The Long Game Podcast Episode 7: Taylor King –

Apple Podcast Google Podcast Spotify Podcast We are back with another episode of The Long Game Podcast and this time I am joined by Taylor King. In this episode we talk about: Going against the grain and choosing a career path that Taylor is passionate about Working for one of the most famous influencers in the game (Alisha) Having multiple…

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Weekend Review

Weekend Review January 17 , 2021

Tweets of The Week Favorite Articles Nick Maggiulli: Just Keep Buying – “This is the investing mantra that can change your life.  These 3 words can make you rich.  What I am talking about is the continual purchase of a diverse set of income producing assets.  I am not talking about when to buy or how much to buy, just to keep…

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Financial Planning, Millennials

How I Manage My Money

One of my goals for 2021 is to continue to educate young professionals on topics related to personal finance. It’s actually the most important goal for me this year. When I took the job as a financial advisor, I did not realize how little we as a society know about money and how to manage it. We spent years and…

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Weekend Review

Weekend Review January 10 , 2021

Tweets of The Week Favorite Articles Travis Gatzmeier: 7 Tax Deductions For The Self Employed – “Taxes are complex. Running your business at peak performance requires keeping expenses within reason and finding every deduction you deserve. To help navigate these complexities it’s always wise to have a good financial team on your side.” Justin Castelli: Picking Stocks with Roman and…

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