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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 …
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 …
In a recent post, Rohan of the alearningaday.blog wrote about the difference between Responsibility and Accountability. His basic assertion, that the difference between the two lies in our ability to delegate them, brought to my mind an individual’s choice of paying for financial advice. Advisors don’t always appreciate the difficulty this choice presents, and Rohan’s …
This blog is the eighth 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 …
This blog is the seventh 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 …
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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