How do you feel when you hear the word “money?” Does thinking about finance make you feel positive or negative? Eager or worried? Motivated or overwhelmed? Personal finance feels complicated because it’s never just about the numbers. Personal finance is personal, and it’s also highly emotional. It’s easy to feel overwhelmed and confused by what…
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…
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,…
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…
How Much House Equity Are You REALLY Building?
One of the big arguments for home ownership or buying a house goes something like this: “When you rent, you’re just throwing money away because you’re not building house equity. With your own home, though, that’s exactly what happens when you pay your mortgage: you’re building equity.” At first glance, this seems like it could…
Financial Advisor Vs Planner: What’s the Difference?
“Are you a financial advisor, or a financial planner?” I’ve had a handful of people ask me this at events I’ve attended or spoken at, and I can understand why people pose the question. You don’t just have to figure out the differences between a financial advisor vs planner. There are countless different titles people…
Financial Planning for Retirement Is an Important Thing, But It’s Not the Only Thing
What do you think of when you hear “financial planning?” If the answer revolves around financial planning for retirement, you’re not wrong… but it might also be an incomplete picture of what proper planning can do for you. Or it might not be the right way to think about the kind of planning that’s best…
Investing on Thin Ice: Record Stock Market Highs and the Inevitability of a Crash
My fiancee is from Georgia and has never walked on a frozen body of water (outside a small skating rink) in her life. A few weeks ago when we went through that cold snap where temperatures barely rose above single digits in Boston, we wandered out on the ice of the frozen-over pond in the…
What’s Your Savings Rate? Here’s How We Save 30 Percent (or More) of Our Income
Financial freedom is the biggest goal I have right now — both personally and professionally. What I mean by that is it’s my goal to help as many of my clients as possible build and grow wealth to the point where they can enjoy financial independence. It’s also my own personal goal for my financial…