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Thanks Clint. That was a great conversation on so many levels. I’ve never been asked to equate the Buddha, Dharma, Sangha as support structures in a spiritual life with support elements in the life of personal finance. Also, I really enjoyed seeing the Twitter thread based on our conversation – my first. ABOUT THE EPISODE …
We know – vividly – what has already happened. We can never know what will come next. The humble recognition of this truth should be the foundation of any long-term investment philosophy. The question is, “Given that we cannot know what comes next, how should we invest?” From a micro level, when a company knows …
I have been in financial services for over 2 decades, and there are 5 things I see (over and over) that take people away from their financial success. They are: Spend > Earn Retire Too Early Panic Sell Excited Buy No Planning Spend > Earn This one seems so obvious, yet so many people do …
Happy to reconnect with an old acquaintance and go deeper personally. I was introduced to the Million Mask Movement when Ashanti came to our kids’ middle school to give a presentation about the masks that boys wear on the playground. It resonated and I was super excited to be invited to his podcast, Taking Off …
The last 2 weeks, I’ve been talking about “account minimums” in the financial services industry. 8/8/22 – Minimums Are Necessary, But I Don’t Like Them 8/15/22 – No Account Minimum (Part 1): Education for Do-It-Yourself (DIY) Financial Planning These issues of “account minimums” and who has access to advice have been on my mind for …
Last week I talked about account minimums in financial services. My stated concern was that 80-85% of the US population doesn’t have enough assets to qualify for most advisors’ $500,000 minimum. They either do it themselves or work with commissioned sales people. They don’t have access to independent, objective advice from a qualified fiduciary to …
Featured Articles: Good Writing From Around The Web Thinking About Reaching Out to Someone? Science Says Do It Drop the note; make the call; send the text. Overcoming acquaintance inertia leads to surprisingly positive results. Before You Fly The Nest: Advice For Kids Heading to College Share this life advice with the new …
Clearly, there is a very low bar to shop at the local drugstore. If you are wearing a shirt and shoes (pants, I guess, are presumed), you can be a customer. Tellers can handle 20 customers (or more) in an hour without knowing anything about each customer. Professional service firms routinely spend multiple or even …
Featured Articles: Good Writing From Around The Web On Sarcasm I was a caustically sarcastic teenager. I made the decision to be nicer in college and dropped sarcasm. Now, people act like I just don’t get it when I don’t appreciate sarcasm. Anyone else? Misinformation Is Here To Stay (And That’s OK) Not …
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