Those of you who regularly read my weekly missives already know that my younger brother died on June 17th.  In the parlance of our childhood games, he was my “base.” In a game of tag (and a variety of run and chase games), you were always safe on base. In the last 2 decades he

Read More

Keith and I have a great conversation that covers a lot of ground. We talk about investing, retirement, divorce, raising kids, managing risk in our lives, doing what we love, mindfulness, staying true to our plans, and a lot more. ABOUT THE EPISODE How does the state of our mind affect the way we make

Read More

Mindfulness helps us step out of the natural biases that are built into our narratives, our brains and our culture. Mindfulness gives you a doorway to being rational… Before you respond emotionally to your partner, or your child, or the market. Thank you Jeff for a great conversation. ABOUT THE EPISODE In this episode, Jonathan

Read More

In our culture we tend to put money at the front of center of everything, which creates anxiety and causes us to make mistakes. I believe that by providing basic financial education and the framework for financial planning, we can change this narrative so that all of us can have better lives. Thanks for a

Read More

The financial press has generated much excitement over the sudden increase in SPACs (Special Purpose Acquisition Companies) and the advent of NFTs (non-fungible tokens).  Due to the large sums of money being showered on both, the parody skits on Saturday Night Live, and the involvement of “influencer financiers,” there is a lot of buzz. Where

Read More

Thanks Dr. Vic for the invite to The Mindful Experiment Podcast. The single biggest mistake we make in personal finance is to believe that our outcomes require us to predict the future – which is impossible. If you want financial success, it requires planning, humility, and patience. ABOUT DR. VIC & THE MINDFUL EXPERIMENT PODCAST

Read More

My host, Anthony, was hyper-focused on the very basic decision matrix. How do people decide on what to invest in and what are those outcomes generally, vs. how should people decide on what to invest in and can that improve outcomes. He wanted to get at the heart of what doesn’t change – even as all the fluff around it

Read More

One of the most important lessons we can learn when we’re talking about markets and economies is how little we can actually “KNOW” about the future. The strict limitations of our knowledge as it applies to personal finance are important to understand… especially for folks who are paying really close attention to their monthly statements (and

Read More

Planning is so important. Your plan is to your financial life what your breath is to your meditation. It is the focal point that enables the calm. If you have a good plan and a resilient portfolio, you can let go of that noise. It is the letting go of the other stuff that enables

Read More