Financial Planning, Millennials

12 Myths Millennials Have About Money and Wealth

Over the past few years of working with millennials, I’ve come to realize that there are numerous myths and misconceptions that are driving millennials behavior around money. I am not sure where these misconceptions began, but regardless, they exist.  As I began meeting with more and more millennials, I jotted down every misconception I heard with a goal of debunking…

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Weekend Review

Weekend Review September 13, 2020

Tweets of The Week Favorite Articles Morgan Housel: Book: The Psychology of Money– “There are people with no financial training or background who do well with money. There are also partners at Goldman Sachs with PhDs in economics who go bankrupt. That kind of gap between knowledge and results does not exist in any other field. And the mere fact…

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Weekend Review

Weekend Review September 7, 2020

Tweets of The Week Favorite Articles Morgan Housel: Save Like A Pessimist, Invest Like An Optimist– “If the odds are in your favor and you can keep them in your favor for a long time, you shouldn’t just be an optimist. You should be a ridiculous, full-blown, giddy optimistic. Which is also what history tells us, isn’t it? All good investing…

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Weekend Review

Weekend Review August 30, 2020

Tweets of The Week Favorite Articles Todd Tresidder: What Endurance Athletes Can Teach Us About Building Wealth– “Endurance running and wealth building are both character driven activities that require goal setting, focus, commitment, perseverance, and good old fashioned hard work. It takes a lot of commitment and a deep sense of purpose to reach your potential in wealth building and endurance sports—especially…

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Weekend Review

Weekend Review August 23, 2020

Tweets of The Week Favorite Articles Morgan Housel: Overcoming Your Demons– “Inside of every struggle is the seed of some of the happiest moments of your life. The psychology of happiness tells us there’s less than a dozen things that bring people lasting joy. One of them is progress in what you’re pursuing. The more progress, the more happiness.“ Amyr Rocha…

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Weekend Review

Weekend Review August 16, 2020

Tweets of The Week Favorite Articles Johns Hopkins: Stay the Course with Personal Finances during Pandemic – “If you’re committed to a long-term passive investing strategy (as most of us should be), my advice remains the same: Stay the course! Don’t chase speculative investments. Continue to make your regular monthly contributions to retirement plans and maintain a focus on well-diversified,…

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