It was a pleasure chatting with my new friend, Dr. Foojan Zeine, on her podcast, Inner Voice. I’m always happy to find people who share the belief that life is better when we start by going inside. Before we set goals, we have to know what we value – we have to have an inkling

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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

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Inflation is in all the headlines these days and you’ve heard me say that if I had a choice between inflation and recession, I would choose recession every day and twice on Sunday. I am a retirement income planner. Inflation is the dominant risk to our retirement incomes. Equities are the best available tools to

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This blog is the fourth 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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As I wrote this in the run-up to the holiday season, markets seemed to be on the mend from the bear that started January 3rd, the air was coming out of the inflation balloon, and talk of recession probabilities was the new crisis du jour (it ALWAYS has to be something). The biggest surprise to

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Since my brother died, my meditation practice has been spotty because whenever I attempt to sit quietly I’m quickly overwhelmed by feelings of loss surrounding Dave’s death. From a meditation practice perspective, this is emotional overwhelm. When I brought this up with a teacher, I learned that the brain’s response to overwhelm is the same,

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Thank you, Doc for an excellent conversation. ABOUT THE EPISODE Doc G of the Earn & Invest Podcasts talks with Jonathan DeYoe of Mindful Money about how to be thoughtful about what our financial framework is meant to support.  Jonathan takes us through his pillars of happiness and how to use them to create a

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To borrow from Churchill, “The balanced (stock/bond) portfolio is the worst form of investing known to man, except for all the other forms.” All forms of investment have some kind of risk associated with them. If they did not, they would not provide the necessary opportunity for return. Riskless is the same thing as returnless.

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Thank you, Adam for a fantastic conversation. ABOUT THE EPISODE Jonathan shares a lot of timeless advice with the audience about being mindful with your money. He explains the difference between currency and money, he discusses the two most important things in life, how to quiet your mind and stop reacting to external stimulus, and

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