Blog Feed
How To Change Careers: 7 Steps For A Successful Transition
The key to making a successful career change is to clarify what you actually want, use stepping stone roles to reduce risk, build experience before y…
How Much Should I Save Every Month (according to your goals)
When it comes to savings, there are no set rules—it depends on your personal goals and financial situation. But the important thing is to just get st…
Episode 208. “We make $157K at 22, but we’re afraid to spend money”
Javier (22) and Marco (22) are young, ambitious, and financially disciplined—but the future they dream about together is being challenged by how they…
How Many Credit Cards Should I Have (And When It’s Too Many)
I recommend having 2-3 credit cards total. Remember, the point of life isn’t to squeeze out the maximum amount of credit card rewards—it’…
Episode 207. “I’m 40, burned out, and don’t know what’s next in my life”
Courtney (40) and Ray (41) have spent their entire adult lives in the structure of military life—but with retirement on the horizon, they’re about …
Episode 203. “He makes 3x more, but wants to split everything 50/50”
Katie (33) and Robin (35) live together in New York City. They make a great team—high-achieving, organized, and generous with each other—but when it …
Episode 204. “We make $226K—but our kids think we’re broke”
Lisa (37) and Marcus (38) have been married for 14 years, raising four kids and building a life together—but when it comes to money, they couldn’t …
Episode 206. “I quit my job to care for our son, but can we afford it?”
Anna (33) and Will (37) are married with two kids, including a young son who was born with a serious heart condition. Between unexpected medical ex…
Episode 202. “She racked up $50K in debt — why should I trust her with money?”
Emma (39) and Dave (39) make $258,000 a year—but they’re stuck in a toxic money dynamic. She built a financial plan during maternity leave. He didn’t…
Episode 205. “I’ve been homeless before…I’m terrified to spend money”
Jennifer (37) and Steve (41) have been dating for over five years, but they’ve never spent more than $100 on a shared purchase. Jennifer is a self…
Entrepreneurial Mindset: What Is It and How to Think Like One
The difference between entrepreneurs and everyone else? They adopt entrepreneurial mindset traits that help them view problems or challenges as growt…
An Entrepreneurial Mindset: What It Is & How to Cultivate One
The difference between entrepreneurs and everyone else? They adopt entrepreneurial mindset traits that help them view problems or challenges as growt…
Asset Allocation by Age (+ Specific Recommendations)
Allocating your assets according to your age is a strategic way to plan your investments portfolios, since your age is directly related to your inves…
How to Survive a Recession (without freaking out)
If a recession is on the horizon, don’t panic. I’ve been through multiple economic downturns, and I’ll show you strategies to help you survive and ev…
Zombie Debt Explained (What It Is And How To Kill It For Good)
Zombie debt is old, uncollectible debt that collectors resurrect to pressure you into paying, even when you don’t legally owe it. What is Zombie Debt…
Guaranteed Interest Accounts (What Is It And Who Needs One)
A Guaranteed Interest Account (GIA) is essentially an insurance contract that pays a fixed, guaranteed interest rate for a specific period. GIAs prom…
Buyer’s Remorse: Top 3 Money Regrets (+ Prevention Strategies)
Buyer’s remorse can feel awful — but you don’t have to live with it. Here are 3 of the most common buyer’s remorse purchases and how you can avoid th…
Your Path to Financial Freedom (And Achieving Your Rich Life)
Financial freedom is when money no longer limits your choices but instead becomes a tool to design your ideal life. This guide shows you how to get t…
How Much is Six Figures? (What It Means and How to Earn It)
A six-figure salary falls between $100,000 and $999,999 per year, but what does that mean? Depending on location, taxes, and expenses, it can feel li…
Episode #201: “I make $40k… but I own 100+ suits”
Today’s episode takes us to New York City, where I sit down with not two, but three couples live on stage at my Money for Couples event. First, meet …