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…
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Beyond Finances Podcast #35: Can You Have Too Much Cash? (Spoiler: Yes, and It’s Risky)
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…
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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…
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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…
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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….
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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…
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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…
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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…
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