A lot of people I talk to aren’t sure of when to start financial planning. Do you have the same question, about when you should start? I could really sum up the entirety of this blog post with a single-word answer: Yesterday. That was the best time to get started. The second best time, of…
Beyond Finances Podcast #006: EMOTIONS – The Enemy of Being Good with Money?
Money is an emotional topic for most people. And that’s exactly why most people make stupid money mistakes. Here’s how to fix that so you don’t do the same. Recently, someone asked Kali and Eric why they’re “good with money.” The answer? Ultimately, they agreed it came down to this one thing: they keep their…
Become a Better Investor by Following These 5 Guidelines
Most people want to know how to make money in the market. They want the secrets to become a better investor. And too often, they believe the answer is some sort of complex, hard-to-understand, or obscure investment strategy. The truth is, the path to become a better investor who is capable of growing wealth is…
Beyond Finances Podcast #005: What It Takes to Get to Financial Freedom
Is financial freedom just a matter of consuming less and being more frugal? We take a closer look to determine what it really takes to reach financial independence. In the last episode, we took a look at the idea of financial freedom — and also talked about some of the problems that the “financial independence/retire early” movement fail to address. We suggested a different way of thinking about financial independence so you can actually be present and experience life now —…
Beyond Finances Podcast #004: Money Alone Will Not Set You Free
Today, we’re taking on the idea of financial freedom – and how we suggest redefining it to better fit your life. With Episode #004 of Beyond Finances, we push back against the idea that the solution to all life’s problems can be found via financial independence. Life is not that black and white, and we believe striking a balance between living well today while planning responsibly for tomorrow may…
Beyond Finances Podcast #003: Focus on What You Can Control
In today’s episode, we’re tackling the third key variable to financial success: the ability to focus. Today, Episode #003 of Beyond Finances takes a dive into the importance of focus — and specifically, the ability to focus on what you can control. There’s a lot of noise and distraction out there, which means finding financial…
Beyond Finances Podcast #002: The Art of Being Intentional with Your Money
In today’s episode, we’re tackling the second key variable to financial success: intention. Episode #002 of Beyond Finances is all about making intentional decisions with your money and in your life. We explain what it takes to be intentional, how to think through financial choices both big and small, and how this whole process hinges…
Beyond Finances Podcast #001: How to Balance Spending Today with Saving for Tomorrow
In this first episode of the podcast, we look at what it means to enjoy your life today while still planning responsibly for tomorrow. Welcome to Beyond Finances! In this very first episode of our brand-new podcast, we want to kick off the conversation by looking at three essential elements of financial success: Balance, Intention,…
5 Ways to Take Advantage of Living in Boston (or Other Big Cities) Without Going Broke
Let’s face it: living in Boston comes at a price. While I love this city and am happy to both live here and base my business out of my downtown office (even though I can meet with clients around the country via virtual video calls), there’s no avoiding the fact that Boston is one pricey…
All the Reasons You Seem Financially Stuck (and What to Do About It)
As a financial planner, I hear all sorts of reasons about why people’s finances are the way they are; all the reasons why they’re financially stuck and not making progress. Let me know if any of these sound familiar: We have $10,000 in credit card debt because my wife lost her job. My credit score…
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