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…
Read More
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…
Read More
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…
Read More
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….
Read More
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…
Read More
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…
Read More
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…
Read More