Progress (and choices that align with YOUR vision for YOU life) > Perfection When it comes to making financial decisions, most of us want to get things exactly correct. We want the RIGHT answers; we think the choices that will bring us to the most wealth are the best ones. And this makes sense. It’s…
Suffering from Job Burnout? How to Prevent Your Career from Running Your Life
It happens to all of us from time to time. You get down. You feel tired. You’re overworked and overwhelmed. Dealing with work stress is something we all experience — but sometimes that stress devolves into something much worse if it goes on for long enough. If you let your career run your life for…
Beyond Finances Podcast #32: Why You Need Financial POWER (Not Financial Freedom)
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 enjoy your life now AND in the future? If you’ve listened to this podcast for any amount of time, you’ll know that one of the…
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 complex, and fast — and not everyone has the time or desire to dig into the research or sift through the noise in order to…
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. A few episodes back we talked about saving over 40% of gross income, in fact. But that doesn’t mean we’re frugal. In fact, financial advice…
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 event, one attendee approached me to ask a question. She wanted to know how to do her own investment advisor search, because she couldn’t find…
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 actually be all in your head. “Learned helplessness” is a phenomenon that can stop you from making the progress you’re capable of, and it happens…
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 you had better money habits, but you just can’t seem to change your day-to-day actions? Here’s the good news: you can absolutely transform your current…
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 build your wealth and plan responsibly for the future. This is our last episode of 2019, and before we jump into a brand-new year, we…
Are You Making These 5 Mistakes with Your Stock Options?
Stock options are a type of equity compensation, or a way for employers to reward key employees beyond the usual paycheck. Equity comp can allow you to participate in the growth and upside potential of the company you work for, and is often a great tool to leverage to accelerate your progress toward building wealth….