Blog Feed

Episode 205. “I’ve been homeless before…I’m terrified to spend money”

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

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

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)

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)

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 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)

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: 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)

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)

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”

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 …

The Rule of 72: How it Works for Your Investments

The Rule of 72: How it Works for Your Investments

The Rule of 72 is a simple yet powerful formula—a quick mental math shortcut that lets you estimate how long it will take to double your money at a g…

IRS Mileage Rate 2022/2023

IRS Mileage Rate 2022/2023

While taxes are unavoidable, taking advantage of eligible deductions ensures you’re not leaving free money on the table. This article explains the IR…

IRS Mileage Rates (How to Maximize Your Tax Deductions)

IRS Mileage Rates (How to Maximize Your Tax Deductions)

While taxes are unavoidable, taking advantage of eligible deductions ensures you’re not leaving free money on the table. This article explains the IR…

Episode #200: “Should we pay off our massive debt? Or invest more?”

Episode #200: “Should we pay off our massive debt? Or invest more?”

  Wilson (46) and Shannon (35) have built a strong financial foundation—owning a vacation rental, maxing out Roth IRAs, and earning solid income…

Lazy Portfolios You Can Build Right Away (+ How It Works)

Lazy Portfolios You Can Build Right Away (+ How It Works)

If you want a simple, low-maintenance investment strategy that grows your wealth with minimal effort, a lazy portfolio is exactly what you need. In t…

Financial Checklist: 10 Key Steps for a Comprehensive Review

Financial Checklist: 10 Key Steps for a Comprehensive Review

A financial checklist helps you stay on top of your finances, fix money leaks, and uncover new opportunities for growth.  In this article, we’l…

The Best Short-Term Investments (4 smart ways to grow your money)

The Best Short-Term Investments (4 smart ways to grow your money)

Short-term investments are financial vehicles designed to grow your money over one to five years while keeping your funds relatively accessible. Thes…

Short-Term Investments (A Complete Guide)

Short-Term Investments (A Complete Guide)

Short-term investments are financial vehicles designed to grow your money over one to five years while keeping your funds relatively accessible. Thes…