Prefer to listen rather than read? Pair this post with Episode 25 of the Beyond Finances podcast, where we talk about the process of saving 40 percent of income and…
Read More
The 3-Step Process to Saving 40 Percent of Income
A Trust Fund for Kids: Does Your Family Need One?
For most people, the phrase “trust fund baby” does not come with positive associations. It’s a description that conjures images of spoiled children that may grow up to be dilettantes…
Read More
How to Build a Bulletproof Balance Sheet
Too often, we equate being conservative or risk-averse with missing opportunities, or missing chances to grow wealth. While there is such a thing as being too hesitant or too cautious,…
Read More
Wealth Management Is an Infinite Game. Are You a Good Player?
Despite the recent popularity of people playing day trader, trading stocks using gamified apps designed to hook your attention and keep you engaged is a risky proposition. Playing on trading…
Read More
Is Your Financial Plan Missing This X Factor?
We originally wrote this this piece for Kiplinger, where it was first published. We’ve provided an updated version for the BYH blog here. There is no shortage of great content…
Read More
Have Equity Comp? Make Sure It Doesn’t Put Your Wealth at Risk
A version of this article was originally written for and published on Kiplinger. Equity compensation can be an extremely useful tool when it comes to building wealth. And just like…
Read More
The Truth About Financial Advice Most Experts Won’t Tell You
If you go and seek out financial advice, you will find a lot of people ready to give you their opinion on the best thing to do with your money….
Read More
Beyond Finances Podcast #35: Can You Have Too Much Cash? (Spoiler: Yes, and It’s Risky)
Here’s what you need to know to determine how much cash you actually need on hand — and what to do with extra funds if you have them. Most people…
Read More
How to Do an Investment Advisor Search: 7 Ways to Find the Right Advisor
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…
Read More