Who Can I Blame For The Past Year?

A year ago, I left my 9 to 5 job at the age of 45, without a plan to get another one. And I did it without having technically reached my retirement number. You know, the number that all the retirement calculators say you need in order to have a 100% chance of not outliving your money. Who can...

Don’t Retire! Separate Your Money From Work

The goal isn’t to retire, the goal is to separate your money from your work. What does that mean? Let me explain. It means amassing enough wealth that the work you do does not have to pay your bills. Sounds a lot like retirement, I know….so, let’s get into the nuance. As humans, we’re wired to build, create, and...

Never Worry About Money Again?!

What would it take for you to never worry about money again? Spoiler alert: It is not a dollar amount. And it probably isn’t even possible. But read on if you’d like to worry less about your money and focus more on what really matters. My Mind on My Money and My Money on My Mind You may think a...

Pink is Hot, But at What Cost?

Pink is hot right now, a la the Barbie movie. But the negative financial impact to women of "pink costs" is something that should go out of style....

Loud Budgeting! Gen Z’s Roaring Financial Revolution

Gen Z has a new trend – and I love it! Loud Budgeting. It was coined late in 2023 by the hilarious Lukas Battle, by birth a Gen Z’er, in his now viral Tiktok video with 1.5 million views. Now, the concept is splashed all over the internet, everywhere from the HuffPost to the Business Insider, shaking up the...

Runnin’ Down a Dream: Lyrical Advice for Financial Planning?

Jamming out to Tom Petty’s song “Runnin’ Down a Dream” the other day, I found myself reflecting on the life and financial lessons I found within its simple but profound lyrics. Imagine the scene; I’m driving to the Los Cabos airport after dancing until 2 am in La Paz, Mexico. The windy road made me reminisce about my journey...

Working On Dying: Crafting a Legacy Today

I’ve been thinking about dying lately. Not in a depressed, morbid kind of way – more in terms of financial planning and values based lifestyle design. Join me on a thought journey, as I plan, as an early-retiree, to work daily on both living and dying! Hopefully, you’ll get some ideas for crafting your own life and legacy. Why...

Yes, I Watch the Markets Everyday! Long-term Investing Taboo?

There is some common advice for people investing, especially those investing for long-term goals: Do not follow the financial markets closely or look at your account values too often! The “set it and forget it” approach to investing is meant to help average investors stomach the turbulence of investing. This ensures our personal emotions and biases will not interfere...

Think of Money Like Game Pieces

When I got serious about the money game, it became apparent that I was playing the checkers version, while the successful people were playing chess. However, once I learned about all the different types of financial accounts available to me, I was able to up my game! I went from using a checking and savings account, essentially playing checkers...

CEO of Company ME: Mindset for Change

During a turbulent time – when I was broke, single and seemingly lost – I knew I had to do something to take control of the drifting ship that was my life. I did not want to die slumped over in a cubicle having never pursued my dreams! While I could write volumes of cautionary tales of what not...