You already know. Mo money, mo problems. When you start making a significant amount of income, you’re probably going to be able to buy what you want at any given point in time. And that can pose a unique kind of problem. Having that much choice and freedom, if you don’t manage it well or…
Upcoming IPO? Take These 3 Financial Planning Steps Now
An upcoming IPO at your company presents you with a huge opportunity to make a massive leap of forward progress in growing your wealth. With the potential for hundreds of thousands of dollars — or even millions of dollars — on the table for you, it’s not an exaggeration to say this is a high-pressure…
Beyond Finances Podcast #009: How to Use Thought Experiments to Design Your Best Life
What if you dropped your limitations, allowed yourself to daydream, and considered what’s possible for your life? On the show today, we’re encouraging you to stretch your mind, imagine a world with no limits, and brainstorm what your life could look like if “can’t” weren’t part of your vocabulary. We’re sharing some ideas and structures…
Money Is a Tool, So Stop Treating It as the Goal
“I want more money.” “I need to save more money.” “I wish I had more money.” I hear these phrases all the time — and I’m guilty of saying them myself, too. While it’s natural to think this way about finances, doing so only creates more stress around money. Why? What’s wrong with “more money?”…
Beyond Finances Podcast #008: How to Travel More Without Busting Your Budget
Kali’s favorite thing to do is travel. Eric’s favorite thing to do is save money. This is how we manage to do a lot of both. It seems like there’s one thing every single 20-, 30-, and 40-something has in common these days: we all want to TRAVEL. We want to see the world, experience new things, try new foods, and of course,…
Make Little Money Details Add Up to Big Financial Impact
The next time we go out to eat, we’ll get $20 off our meal just because we have a habit of making reservations. We use OpenTable to book spots at restaurants when we plan to eat out. Even if we know we’ll get somewhere at a slow time when there won’t be a wait, like…
Beyond Finances Podcast #007: 5 Financial Opportunities You’re Missing Out on Right Now
You can keep significantly more money in your pocket if you mind the details and look for little opportunities that add up to big chances to grow wealth. We want Beyond Finances to be more of a conversation, and not a lecture or just a set of instructions for what to do with your money….
When to Start Financial Planning (and What to Think About First)
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…