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Why I Don’t Offer Hourly Financial Planning
"I'd gladly pay you $150 or $200 per hour for a few hours of your time. I'm curious why you don't work hourly?"
Why I Don’t Offer Hourly Services
"I'd gladly pay you $150 or $200 per hour for a few hours of your time. I'm curious why you don't work hourly?"
The Retiree’s Financial Decathlon
What are the 10 most important aspects of a financially sound retirement, and how do we start preparing for that future today?
Your Retirement Withdrawal Order of Operations
A deep (and I mean *DEEP*) dive into optimizing your retirement withdrawal order of operations to make your money last.
11 Ways Retirees Damage Their Retirement Success
Want a successful retirement? Let's use the principal of inversion. We'll identify the common mistakes, and then NOT do those things!
Scar Tissue
We make daily financial decisions as a function of long-held beliefs. Some logical and well-thoughts beliefs. Others as a function of pure trauma.
“Asset-Liability Matching” Aligns Your Money to Your Future
I see some people thinking about their portfolios incorrectly, and a concept called "asset-liability matching" can help.
Stocks, Rock, and Two Blasting Speakers
Growing up, our neighbor was erratic. He was an unwell man, and it manifested in many ways. Today, we learn from him.
You Win or You Die…or You Just Have a Normal Retirement
On perfectionism, theory of mind, and finding a "good enough" path to get through retirement with flexibility.
Are Dividends and Income Part of My Retirement Withdrawal Rate?
If dividends and investment income are supporting your lifestyle, does that matter for "safe withdrawal rate" retirement math?
15 Questions for Scared Investors Right Now
I want to float these punchy, Socratic questions out there and let them sit. I want you to pause and think. I don’t want to tell you any of my …
Let Them Trade Stocks
There are billions of people out there, and at least many millions are market participants. I cannot change all their minds. None of us can.
The 15 Tariff Questions I’ve Heard Most
The questions keep coming. After two terrible red days last week, the futures market looks glum today. Like it or not, here are my two cents.
Pedal to the Metal?
Get to your destination in a reasonable time, while not exposing yourself to undue risk. Drivers or investors?!
The “Asset Location” Dilemma: Tax Strategy or Tax Trap?
How important is "asset location" - the practice of placing "high tax" investments into our qualified, tax-advantaged investing accounts?
35 Lessons from 35 Years
A fun, celebratory look back over some lessons I've learned throughout life, from the mundane to the deeply meaningful.
Should I “Reset” Retirement Withdrawals in Bad Markets?
Can a small difference in retirement date affect someone's spending for the next 30+ years? Should I reset my retirement withdrawals?
Are You Not Entertained?!
Remember that scene from Gladiator? Well, it's going to help us through volatile markets
Is ‘Benefits Hacking’ Genius? Or Immoral?
Is "benefits hacking" a way of unfairly gaming the system, or justly playing by the rules? Savvy financial planning or an ethical gray area?
The Man Who Never Looked Up
They say "the best story wins." How do take "financial planning" - an admittedly boring topic at times - and tell a better story?