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....
Financial Freedom
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How to Feel Free Before You Reach Financial Freedom
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...
What’s Your Money Personality?
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...
Start a Side Hustle to Reach Financial Freedom Sooner
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...
The Money Questions
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...
Donors Giving Back: Having It All is Only the Beginning
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....
Rent or Buy: Should You Pay Off Your Mortgage?
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,...
Enough: How Do You Know When You Have It?
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...
Retire Early with a Simple 3-Step Plan for Financial Freedom
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...
Retire Early with a Lifestyle Business or Side Hustle
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)...
Go on a Money Diet to Reach Financial Freedom Faster
(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...
Manifest Money with the Law of Attraction, Part 3
There are eight essential steps to manifesting money and start living your ideal life. Last week, I shared the first four steps. Below are the remaining steps. Step 5: Practice being rich. Have an...