Dec 11, 2019
The 4% Rule, otherwise known as the "safe withdrawal rate", is a fantastic concept based on historical data, and provides us a simple guideline for our retirement savings.
Similarly, the financial tracking app, Personal Capital is amazing - from the connectivity and ease of access to the consolidated amount of...
Dec 5, 2019
As a young 20-something striving to learn to support myself, I turned to Tony Robbins’ books in search of confidence with hopes that would help me through the desperation I felt. The amped-up, macho motivation only furthered feelings of empty inspiration and led to self-loathing.
This is a particularly...
Dec 2, 2019
Our thoughts and mindset are powerful and impact how we experience our physical reality. Healing back pain and recovering from bad investment decisions may not seem initially related but both are influenced by our beliefs.
From a life of chaos, broken relationships, high stress, and me desperately trying to hold it all...
Nov 21, 2019
The mass-produced FIRE financial advice to use low or no-fee index funds and to ditch fees ignores the invisible value of an advisor.
Even if, in a single conversation, an advisor can talk someone off the ledge and calm an emotionally charged situation, they’ve provided value beyond the 1% fee.
All is well while we...
Nov 21, 2019
Welcome to Confessions of a Financial Advisor where you'll discover the importance of focusing more on mindset and the beliefs that influence financial behavior, rather than all the numbers and strategy discussed endlessly on the other FI shows.
I’ve witnessed, first hand, the commonly held beliefs, thought...