There was a time, not too long ago, that serious financial planning for young professionals was something almost impossible to find. Experienced financial experts gave advice and created financial plans…
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Beyond Finances Podcast #18: How to Deal with YOUR Student Debt (Part 2)
In Part II of our series on student loans, we’re looking beyond the topic of general student loan forgiveness… and exploring what to do to better manage the burden of…
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Timing the Market Doesn’t Work, So Here’s What to Do Instead
Over the last decade, we’ve enjoyed one of the longest bull markets we’ve ever seen. In the last few years, the stock market has set record after record, climbing higher…
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Beyond Finances Podcast #17: Total Student Loan Forgiveness – Yay or Nay? (Part 1)
Total student loan forgiveness is a hot topic right now and everyone has an opinion about whether it’s good or bad. But what should you actually DO about it —…
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You Don’t Need Life Insurance Until You Have This
I’ll be honest with you: I’m not a big fan of life insurance. It’s a product you pay for with hopes that you never have to actually use it. It’s…
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Beyond Finances Podcast #16: Market & Money Misconceptions That Can Cost You
What you only think you know can definitely hurt you — and cause you to lose a lot of money in the market. The reality is most of us do…
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Managing Lifestyle Creep: A Real-Life Example of Keeping Expenses Low (Even As Incomes Rise)
The term lifestyle creep describes what happens when you spend more money as you earn more money. You might also hear this referred to as “lifestyle inflation. It means the…
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Beyond Finances Podcast #15: How to See the (Money) Forest for the Trees
Most people make short-term and limited decisions without considering how these choices impact things to the right when you’re only looking left. Here’s how to solve that problem. If we…
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How to Rollover a 401k (and How to Determine If You Should or Not)
About half of Americans have access to a workplace retirement plan like a 401k. If you’re one of them and have also had more than one job in your career,…
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