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Gratitude for 2024
Happy Holidays, everyone! I hope you are enjoying the holidays as much as RB40Jr. He loves winter break because he doesn’t have to go to school. Life…
Closing the Financial Door on 2024
Wrap up 2024 with these essential tasks, tax tips, and investment insights from a seasoned FAANG FIRE pro. Get ready for 2025 with smarter, more stra…
It’s Not Rocket Science
What lessons can we take from weight loss success and Daylight Savings, and apply to make better personal finance decisions?
ISO: Patina
For the last four years, we’ve spent Thanksgiving with a few of my husband’s brothers and their families in a Colorado ski town (though the trip is f…
Bill Bengen Created the 4% Rule. Now He Thinks We Can Withdraw More
Once upon a time, in southern California in 1994, there lived a man named William Bengen.⠀ His friends called him Bill. Bill was a Brooklyn kid who s…
On Time
The “Passion Planner” was first sucked into the gravitational force field of my striving at an internship in 2016, thanks to a young colleague who re…
Can Trump Push Jerome Powell Out of the Fed?
Has the Federal Reserve gone too far? Many Americans are critical of the Fed’s move to raise interest rates sharply, pause for years, and then slowly…
Happy Vesting + RSU Workshop
This week, many of you will be having RSUs landing in your brokerage account. If you felt stuck on what options you have, this post will go through a…
Redefining the Terms
A few weeks ago, I watched The Substance through my hands. During particularly bloody scenes, I would study Thomas’s face as he grimaced, attempting …
I’m Always Paying Myself For A New Phone
Every two years or so, I get a new phone – usually whatever is the newest iPhone available. In this most recent case, I noticed the battery on …
You Need an Estate Plan
If you are reading this, you probably need an estate plan. If you have children, live in states like California, you owe it to your family to have an…
You Received a Windfall: Now What?
When you receive a windfall, careful planning and mindful decision-making can help you maximize its positive impact on your life.
15k Subscriber Live Q&A Friday!
FAANG FIRE celebration! With 15k subscribers, we're diving into FIRE insights, top growth milestones, and strategies for financial independence. Don'…
It’s Been Four Years Since My Last Chase Sapphire Preferred
The Chase Sapphire Preferred is a card that goes back a long way for me. In fact, it was one of the first premium credit cards I ever got – i.e…
Are We Finally Reaching Peak Awareness of Corporate Nonsense?
As a pathologically ambitious college junior a few months into my first real internship, a generous, well-regarded full-time employee on my team pull…
Is the “4% Rule” Too Risky?
If you use the 4% rule to plan your retirement, are you exposing yourself to too much risk? Or not enough?
All The Things I Messed Up And Didn’t Optimize This Year
The other day, I finally got around to finalizing my taxes for 2023. If you’re wondering why I’m filing my taxes so late, it’s beca…
Ally Bank Referral Bonus – Step By Step Guide
Of all the banks out there, Ally is, without a doubt, my favorite. It’s been my primary checking account for well over a decade and the main pl…
Leoguar Fathawk ST Ebike Review (Formerly the Strider ST)
One of the nice things about ebikes is that you can opt for larger tire sizes since you have the benefit of an electric motor to get you moving. That…