Helping pave the way towards financial freedom
When thinking of topics to post about, I couldn’t help but think about some of the less desirable customer service experiences I have had lately. These kinds of things have been happening more and more recently, but here’s what has happened to me this month alone: My mortgage person has become non-responsive to my 2…
I’m a daily podcast listener. I listen to 2-3 a day, and hundreds of them a year. Listening on 1.3x speed I can get through them quicker, typically when doing chores or getting exercise. A couple of years ago I shared my top 10 most frequently listened-to podcasts. I still listen to them and for…
Charitable giving is a personal choice, and several factors typically determine how much a person “gives” away. Financial status. Upbringing. Trust factors. Priorities. Egos. I’ve had this topic come up lately with clients – people wondering HOW MUCH SHOULD WE BE GIVING? HOW MUCH DO OTHER PEOPLE GIVE? It’s a welcome discussion, particularly with all…
I am probably in the minority on this one, but I always chuckle at the idea of the “New Year’s resolution”. To each their own, but resolutions never appealed to me. I can honestly say that never once, in my lifetime – have I made one resolution. But we all know what everyone thinks, New…
When it comes to assisting people with their finances, I work with a wide variety of people in a wide range of ages. Each one means alot to me, but I have to share a story about one of my favorites who recently passed away. She was both my oldest client (living well into her…
Over the past couple weeks I have been mildly entertained by several articles that discuss some of the worst financial advice that people have received. Bits of it are off-the-wall, but for the most part some common themes exist. Some of these “financial nuggets” that go around are debatable at best. I won’t go so…
June is the time of year when school wraps up, with parents celebrating and guiding their kids to the next chapter in their exciting lives. I was reminded of it this week when looking at my Instagram. I am seeing friends post graduating pics, whether it’s moving on to middle school or moving on to…
Today we are talking DEBT PAYBACK, snowballs, and avalanches. I believe there are good kinds of debt, but also bad kinds. And I recently have been listening to various conversations in my industry and advice for people who are in debt. The average U.S Household has nearly $7k in credit card debt and is paying…
This past week I have listened to various thought leaders on a topic called the “F.I.R.E. Movement”. No the house is not burning down, nor does the acronym imply a state of urgency. But for those of you who hadn’t heard of it previously, let this be the first. Financially Independent, Retire Early. And for…
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…