Financial Freedom

The first mental shift is the most critical step to get you on the path to financial freedom. You need to believe it is possible or you’ll give up too soon or never even begin because you didn’t...

The strategy you use to accumulate wealth in an investment portfolio isn’t the same strategy you use to take your money out of a portfolio (decumulation).  You need a completely different strategy....

Can you feel free financially before you actually have reached financial freedom? Derek Sivers, author of Anything You Want, and founder of CDbaby, recounts the same experience I had about feeling...

Do you know what your money personality is? There are three well-traversed roads to wealth: business, real-estate, and paper assets (i.e., stocks and bonds). By being successful in any one of these...

One way to reach financial freedom sooner is to start a side hustle. A Facebook Live follower asked me what I saw as the benefits and drawbacks of owning my own business (watch here). Having worked...

Almost all life coaching has a financial aspect to it because money is an important part of life. What are the money questions you should be asking yourself? All my one-on-one private coaching...

Jeff Bezos was the biggest donor of 2020. According to the Chronicle of Philanthropy, he donated $10.2 billion to his Bezos Earth Fund. Bezos' ex-wife, MacKenzie Scott, was the second largest donor....

What’s better: rent or buy? Should you consider your mortgage part of your net worth? Should you pay off your mortgage to retire faster? The debate continues in the FIRE (Financial Independence,...

How do you know when you have "enough"? I was chatting with a client the other day who has the “just a few more years” syndrome. This client is locked in a career he no longer loves by a pair of...

Even you can retire early. The traditional path to retirement is to buy and hold a basket of stocks and bonds for 30 to 40 years until they compound sufficiently into that “magic number” of 25 or 30...

The old paradigm of working 30 - 40 years, saving 10 - 15% of your income to then retire at 65 or 67 has been blown to smithereens by the ever-growing FIRE (Financial Independence, Retire Early)...

(Note: This post was originally published in the spring of 2020, at the start of the pandemic. But the projects and ideas listed here can benefit your life at any time!) How can going on a money...