Personal Finance Blog Post

The Best Financial Organizer The best financial organizer is that one that works.    I’m fond of saying that I’d rather be useful than brilliant. Meaning, I’m way more effective at getting my message across when I’m honest and vulnerable, versus when I’m using a bunch of jargon to make [...]

Your Money, Your Goals: How to Get What You Want When you think about your money and your goals, do you feel you have ownership of them?    Many of us feel like we’re living on someone else’s terms, and someone else’s rules. And life is both too short, and [...]

Three Signs You're Ready to Retire and Three Steps to Take Immediately Is it time? Have you had enough?   Are you excited for the future? I want to talk about three signs you’re ready to retire. If you are, there are three steps to take immediately.    When you’re [...]

Emotional Signs You're Ready to Retire and 4 Actions to Take What are some of the emotional signs you’re ready to retire? What do you do when you experience them?   My hope is you’re not planning on retiring tomorrow. Even if that’s the case, it’s better to consider what [...]

Should You Cut Your Retirement Spending Now? 4 Best Practices Should you cut your retirement spending now? Maybe. Maybe not.    Whether you’re thinking about this out of fear, or proactivity, it’s always wise to revisit your financial situation. This is true if you’re not working and living on a [...]

How to Retire Happy: Avoid these 4 Mistakes What does it mean to you to retire happy?    I want everyone to have a happy and fulfilling retirement. If you want to travel the world, open a winery, or spend every day with grandkids, that’s what I want for you. [...]

Do you Have the Freedom to Retire? Do you have the freedom to retire?    Are you in a financial position to stop working? If you are, and you haven’t, what’s stopping you?    Do you want to retire? Are you afraid of it? Are you experiencing uncertainty?    How [...]

7 Steps to Becoming Debt Free for Life How good is it going to feel when you’re debt free for life? Imagine the tension falling away from your shoulders as you relax your mind and body. It’s going to feel great, and I want to help you get there.    [...]

How and Why to Have the Taboo Chat about Money For a long time, it was taboo to chat about sex, politics, religion, and money. Today, we're more than comfortable with sex. All we talk about is politics, and religion is no longer off limits. But we’re still struggling with [...]