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Monday, November 22, 2021

My goal on “second Mondays” is to provide a quick educational session on a behavioral bias that might help you with choices you make in your professional, personal, and financial life. A study has shown that when financial...

Friday, November 19, 2021

While this is a long-read, I found it helpful when I first read it in 2019, and the concepts are still relevant today. Our information diet is extremely important to our decision making and our mental health. The Information Diet...

Thursday, November 18, 2021

I love good charts. Good charts can develop our understanding about the world like few things can. I’ve always appreciated the statistics courses I’ve taken, because of how they prepared me to think about the world. So on...

Friday, November 12, 2021

The first fundamental to discuss for Financial Planning Fundamentals is Planning itself. I like the quote credited to Dwight D. Eisenhower to describe planning: “Plans are worthless, but planning is everything.” While...

Friday, November 5, 2021

I’m going to post about “media diet and hygiene” regularly because I have seen a real need in my community. As the world has become orders of magnitude more complex, it has become impossible to keep up with all the...

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Monday, November 1, 2021

Second Monday – For Your Week Ahead (FYWA) My goal on “second Mondays” is to provide a quick educational session on a behavioral bias that might help you with choices you make in your professional, personal, and...

Friday, October 29, 2021

What I want to share here. I have things I want to share. The first thing I want to share is that I love my job: I get to make people’s lives better through financial education, planning, and advice, specifically through...