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….
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 you can use to help guide your year-end financial planning — along with a few suggestions for what to focus on in 2020 to make…
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 getting to use your money for what you wanted!) This can be especially true if you’re doing your goal planning the right way, and setting…
Beyond Finances Podcast #27: Renting vs Buying a House: Use This Framework to Figure Out the Right Answer
You’ve heard renting is throwing money away and a house is always a good investment. But is it true? The answer is it depends — and today, we’re giving you what you need to get to a solid recommendation on what’s best for your personal situation. The “renting vs buying a house” debate is one…
Get 30 to 40 Percent Of Income Saved with This 3-Step Process
We originally wrote this piece to compliment our Beyond Finances podcast episode on The 3-Part System We Use to Save 40 Percent (or More) of Our Income, and published it on Forbes. We’re republishing a slightly different version of it here, too, if you’d like to pair it with episode 25 of the show. Do…
Beyond Finances Podcast #26: Use Your HSA the Right Way — A Quick Guide on the Best HSA Strategy to Grow Wealth
There may be nothing as exciting as maxing out a health savings account and racking up all the tax-free dollars. Here’s what you need to do to best leverage your HSA to grow wealth. Our health savings accounts are among our favorite tools we use for growing wealth. Unfortunately, most people have no idea how…