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Mindful Money Blog


For Recent College Graduates: How-To Stack the Odds In Your Favor Thumbnail

For Recent College Graduates: How-To Stack the Odds In Your Favor

Looking back on my own life, and the decades of research and professional experiences I've had, I have distilled a few very simple things that can stack the odds in your favor. (If you know someone who has recently graduated from college, I hope you will share this with them.)

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5 Ways Investing Can Help You – Above and Beyond Realizing Your Goals Thumbnail

5 Ways Investing Can Help You – Above and Beyond Realizing Your Goals

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 pyramid.

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Why Do We Invest? What is the Point of Deferring Gratification? Love. Thumbnail

Why Do We Invest? What is the Point of Deferring Gratification? Love.

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? The answer is Love.

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Weekend Reading | Saturday, March 4, 2023 Thumbnail

Weekend Reading | Saturday, March 4, 2023

7 Unexpected Tips We Learned From Relationship Therapists This Year for Boosting Connection and Intimacy | Why Is It So Hard to Change? | Here's Why You Should Make a Habit of Having More Fun | Seeking Wisdom — Lessons on Becoming an Outstanding Thinker | All Markets Are Uncertain

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Weekend Reading | Saturday, January 7, 2023 Thumbnail

Weekend Reading | Saturday, January 7, 2023

What Makes Life Meaningful? | Sunday Firesides: Everyone’s Just Trying to Make It in the World | How Emotionally Intelligent People Turn Frustration and Stress Into Fulfillment and Achievement | The Best Way to Deal with Dissatisfaction (It’s Not What You Think) | How To Want Less

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The First Step in Any Financial Plan is NOT What You Think. We Start by Knowing What is Worth Seeking (15-20 minute read) Thumbnail

The First Step in Any Financial Plan is NOT What You Think. We Start by Knowing What is Worth Seeking (15-20 minute read)

If you look hard enough, you can find stories that tell a contrasting and enduring narrative for what we truly need for a successful and meaningful life. Your story can do the same - but first, you have to know your heart. You must define what is worth seeking for you.

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Holiday Letter 2022 Thumbnail

Holiday Letter 2022

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 me is always that anyone is surprised by these things...

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Weekend Reading | Saturday, December 24, 2022 Thumbnail

Weekend Reading | Saturday, December 24, 2022

Life Is Hard. And That’s Good | Surrendering Isn’t Giving Up: Why We Need to Accept What’s Happened | The Psychology of Prestige: Why We Play the Social Status Game | Overcoming the Myth of Separateness | 6 Conversations About Money to Have With Your Family Over the Holidays

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A Little Vulnerability Goes a Long Way, We Hope Thumbnail

A Little Vulnerability Goes a Long Way, We Hope

In early December, I was on a panel entitled Sustaining, Enduring and Thriving Through Crisis at the 2022 Market Counsel Summit. Coming together, we shared stories of how we, as men, are all quite literally starved for a particular type of connection in our industry. As most know, the world of “finance” is still dominated by men – and not always the best kind of men.

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