Read the latest from our team.
Thanks Matt. It is always hard to talk about Dave, but I will always deeply appreciate every opportunity to do so. ABOUT THE EPISODE In this episode of The Life Shift Podcast, Jonathan DeYoe shares his story of overcoming loss and finding hope. Jonathan’s journey of grief and healing began when he lost his brother, …
This blog is the last of a 10-part series which covers everything you need to know to get started on your path to financial freedom: 1. The First Step in Any Financial Plan is NOT What You Think. We Start by Knowing What is Worth Seeking. 2. Developing Your Vision of a Perfect Life 3. Adopt a Savings …
July Member Letter I’m even more delighted than usual for our mid-year report on the events of the last six months, and on the further progress of our long-term plan. But first, as always, a brief recitation of our principles. The Ideas That Guide Us We are long-term, goal-focused, planning-driven investors. We are owners of …
Looking back on my own life, the hundreds of personal finance and meaning of life books and blogs I have read, and the tens of thousands of conversations I have had with clients, prospective clients, financial professionals, industry folks, and coaches of every stripe I have distilled a few very simple things that can stack …
The last “F” in BFF stands for forever. Forever isn’t over when somebody dies. I was recently on a podcast that features BFFs. The podcast, “How I Met My BFF” is hosted by Leisa Reid & Tamara Kindred (whose couch I crashed on one summer in college). Tamara, thanks for the opportunity to remember. ABOUT …
If Abraham Maslow taught a class in personal finance, he would have described earning and saving as the foundation of any personal financial success program. Earning allows us our physiological needs – food, shelter, clothing – and saving is the bedrock of security. Earning and saving would be the bottom two levels of his famous …
“Investing” means you put something in to get something out. It could be that you’re putting in effort at the gym so you can improve your fitness. Or, you and your partner might invest time with a couple’s therapist so you can communicate better and enjoy an improved relationship. These are both investing. In personal …
There is a lot of ink spilled on the how’s and wherefore’s of deferring our gratification. But, with so many choices in front of us in every moment… why should we bother? Why not live in the moment, do what we want when we want, consume what we want when we want? Why should we …
This blog is the ninth of a 10-part series which covers everything you need to know to get started on your path to financial freedom: 1. The First Step in Any Financial Plan is NOT What You Think. We Start by Knowing What is Worth Seeking. 2. Developing Your Vision of a Perfect Life 3. Adopt a Savings …
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