As I have mentioned previously, I have been a big “podcast addict” (coincidentally that’s also the name of the android app that I use to listen) since discovering podcasts in early 2017. I don’t know how long they existed prior to me discovering them, but it’s been one of the best things to happen to…
Wealth Is What You Don’t See
Here is something that I read recently that I wanted to share my thoughts on: Wealth Is What You Don’t See (Fervent Finance) I shared this link on my social media this week, and I have been thinking about it (way before today, but more so lately). I think it’s important enough topic that I…
Essentialism, Value of Advisors, and S&P500 Record Highs
Here are some things that I read recently that I wanted to share my thoughts on: Essentialism (Book Summary) (Sloww.com, by Kyle Kowalski) I just finished the audiobook titled Essentialism, authored by Greg McKeown. I recommend it to anyone who wants to get a better grip on their time and is looking to simplify things in their…
Personal Loans, Advice About Money, and Your Social Security Statement
Here are some things that I read recently that I wanted to share my thoughts on: How A Personal Loan Helps Save You Money (Forbes, by Zack Friedman) With the growing popularity of personal loans, and online lending predominantly, I am often asked my opinion so I wanted to weigh in with some comments. If someone is…
Your Money or Your Life
Here’s something that I read recently that I wanted to share/discuss: Your Money or Your Life (NY Times Best Seller, by Vicki Robin) Some people say this book Your Money or Your Life is one of the most influential books that exist in the realm of financial self-improvement. Vicki Robin co-authored the original book back in 1992, and she’s since made several updates to…
Between Me and Stupid, Disability Awareness Month, and Into the Fire
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: Between Me and Stupid (Medium, by Carl Richards) As I have mentioned previously, I listen a dozen podcasts weekly…and hundreds annually. Carl Richards is one that I listen to (called “Behavior Gap Radio”), and many people know…
Get The Best Car Loan, Reasons to Not Do a Roth, and The 1% Rule
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: 5 ways to get best car loan deal, especially as interest rates rise (USA Today, by Susan Tompor) I remember being 23 years old and negotiating my first car purchase: I didn’t really know what I was…
Helping Your Aging Parent, 10 Habits of Happy People, and A Roth IRA Arbitrage Situation
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: Is Your Aging Parent Trusting The Wrong Financial Advisor? (Forbes, by Carolyn Rosenblatt) As part of my continuing education in the financial industry, we are often educated on the topic of elder abuse. In other words, advisors…
Market Correction – Now What? Some Rules For Life, Advisor Background Check
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: The stock market is officially in a correction… here’s what usually happens next (CNBC, by Evelyn Cheng) Recently we have seen a decent uptick in stock market volatility, and you may hear we are in “correction”…
Mutual Fund Fee Developments, How To Improve Your Relationship With Money, and Get Out of Your Mediocrity Rut
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: The Great Fund Fee Divide (Barron’s, by Reshma Kapadia) You want to know what I love about this article – EVERYTHING. Well, it may be boring to some people, but if you want to know more about…