Beyond Finances Podcast #45: Should You Budget If You’re...
You earn good income, have enough money to pay bills and contribute to savings, and feel like you made it. Do you REALLY need to keep up with a budget…
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Changing Your Investment Strategy Ahead of an Election… and...
Unless you’ve been living on Pluto for the last few months, you know there’s a big election just weeks away in the U.S. And investors want to know: what does…
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Beyond Finances Podcast #44: Credit Score Myths and Truths...
Do you know what ACTUALLY impacts your credit score? How much does your score REALLY matter? What should you do to raise your score — and what should you avoid?…
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Managing Money as a Couple: Tips and Tricks to...
If you ask 10 different couples how they manage their money, you’ll probably get 10 different answers… including something along the lines of “We don’t. Budget? What budget?” Let me…
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The Surprising Skill You Need If You Want to...
The other day, my wife, Kali, mentioned she wanted to thank me for something. We recently bought a home we both love in upstate New York. It sits on a…
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Beyond Finances Podcast #43: The Value of a Coach
Can you DIY or will your way through everything you want to accomplish in your life? Sure. Is it the most effective route that’s going to optimize your results? Debatable….
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The Unusual Financial Planning Process to Buy a Vacation...
My wife and I rarely do anything in what could be described as “the usual way.” We think outside the box and generally choose to forge our own path instead…
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Beyond Finances Podcast #42: Want to Build Wealth? Then...
A high income is a critical step in building wealth… but it’s not the defining factor in whether or not you’ll be financially successful. For that, you’re gonna need to…
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Some Favorite Books for Personal Finance and Personal Development
Reading personal finance blogs and listening to podcasts is great (here’s one you might want to try if you haven’t already), but sometimes there’s no substitution for the deeper dive…
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