Many people think the ultimate financial goal is financial freedom or independence — but what if I told you there was an even better way to use your money to…
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Have Cash to Invest? 3 Common Stock Market Questions, Answered
If you have cash to invest, you might also have a lot of questions that you want to get clarity on before you make any money moves. Investing can get…
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Beyond Finances Podcast #31: The Most Important Question in Personal Finance
It’s extremely simple in theory — but could require a lifetime of experience to answer: What is enough? We are all for saving money — like, a lot of money….
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How to Do an Investment Advisor Search: 7 Ways to Find the Right Advisor
Recently, I spoke at an event about “how to be good with money.” It was a fun conversation and the audience was really engaged and eager to learn. After the…
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Beyond Finances Podcast #30: Are You Sabotaging Your Shot at Financial Success?
The most common thing that stops people from achieving their highest financial potential? Themselves. In this episode of Beyond Finances, we consider whether the roadblocks and challenges you’re facing might…
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Improve Your Finances: 5 Exercises to Use to Build Better Money Habits
Wouldn’t it be nice to finally be someone that other people look at and say, “wow, you really are great with money. I’m impressed!”? Do you constantly find yourself wishing…
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Beyond Finances Podcast #29: How to Enjoy Life Today and Still Plan Responsibly for Tomorrow
In this replay of our very first podcast episode, we revisit what it means to be able to enjoy your money today — while still taking the necessary steps to…
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Beyond Finances Podcast #28: How to Make 2020 a Financial Success
Now is the time to take the necessary actions if you want to make 2020 a great year for your personal finances. In this episode, we share 6 major considerations…
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The Importance of SMART Goals (and What to Do Before Setting Them)
Setting goals might sound like the most tedious thing on your to-do list. It might not seem very exciting or fun. (What’s much more fun is achieving the goal and…
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