Financial guidance for financial independence

Content, resources and services to help people make smarter decisions with their money in route towards financial independence (FI). Intelligent portfolio and real estate investing. Simplified financial guidance and protections.

Filtering by Category: Motivation & Inspiration

Own Who You Are. Don't Ever Let Groupthink (Or Other Outside Pressures) Define You.

Something I’ve been noticing in spades lately is how much people LOVE their groups. Alumni associations, car clubs, country clubs, investment groups, fitness clubs, political affiliations, religious sects; the list goes on and on and on. If you just go to Meetup.com and search your local area, you’ll probably find more group-focused topics of interest than you could have imagined existed.

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Reasons for Gratitude

The calendar recently slid past my birthday which means I’m now officially in the last year of my 30’s. Yikes! You hear this all the time but it’s no joke that the years do seem to go by more quickly as you grow older. Kind of surprisingly, this brings me no anguish as each year proves to be another fun adventure. I’m excited to see what 39 has in store.

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Embracing Uncertainty

If you asked me what I was doing 2 years ago, I would have told you that I was building out a traditional financial planning business focused on a monthly retainer model paired with investment management services. If you asked me what I was doing 1 year ago, I would have told that my business had morphed into a financial consulting practice focused on a simple, fee per-service model. If you asked me what I was doing 1 month ago, I would have told you that online courses were becoming my focus. If you ask me what I’m doing today, I will tell you that all of the above are now taking a back seat.

Why all the pivots?

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5 Reasons Why Investing for Income Beats Investing for Growth

Why do you invest?

Such a simple question, right? When asked this, most people’s response has something to do with retirement. But this is normally a canned answer simply because we know we are supposed to save and invest for retirement. The problem is that there is no deeper meaning or motivation behind this type of investment strategy. There’s no excitement. No drive. And I firmly believe this is the primary reason why so many people are underfunded for retirement.

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