
Your life and purpose… as a train ride.
The Kilt: The Challenge of Gen-X Elders

OMG! Am I an “elder” now? I just got to middle age!?
The Insane Growth of America’s Millionaire Class

$1 million is the new household average net worth; however, the median is far, far lower at $193,000.
Facing the Social Security Shortfall

There is no question that social security will eventually experience changes that make it more sustainable.
As More TradFi Giants Flock to Crypto, Vanguard Stands Apart

Things that make you go… Hmmmm… Why would the least profit-motivated of the big investment firms NOT pursue a crypto product???
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Whatever your age, if you seek financial independence, then there are three things you need:
1. Your independence number
2. A resilient “all-weather” portfolio – what we call a Mindful Portfolio
3. A responsive withdrawal process – what we call Mindful Management
If you are not clear about any of these items, I hope you will join us for our Financial Independence Bootcamp where we will answer each of these questions together.
Always reading, always learning, Jonathan hand-selects these articles for readers each week. To view Jonathan’s curated articles from previous weeks, CLICK HERE.