Here’s Why You Should Read Your 401K Fund Documents and Save Tens of Thousands of Dollars Over the Decades
Rather have a root canal than read your 401K enrollment forms?
Not so fast! Unlike a root canal, you can turn dread into money. Just hack your way through all the finance-speak and you’ll find all the hidden ways you’re being pickpocketed.
Are You a Coach or Consultant Who Resents Your Business for Not Generating Consistent Revenue? Here’s a Simple Perspective Shift That Will Help You Make Bank
You don’t get mad at your German Shepherd for not being a Dachshund.
Is Your Stock Portfolio Well-Diversified or Has It Been “Deworsified” into Expensive Complexity by Your Financial Advisor?
Diversification is one of the ten commandments of investing.
A Cautionary Tale for People with Financial Advisors, so That They Trust Their Instincts and Don’t Become Victims of Wealth Management Malpractice
I used to run a couple billion.
Now that I’m retired I help people steward their wealth. I sometimes analyze their portfolios and teach them how to evaluate their investment advisors. Listen, there is some seriously funky stuff being done to your money.
Take These 5 Steps to Help Your Financial Advisor Make You More Money
You have a check-up every year to stay healthy.
Why not do the same for your money? Get the most out of your next financial advisor meeting by prepping for it like your annual physical. Like your health, your money is your responsibility, even if you pay others to care for it.
22 Investing and Money Dualities in honor of 02.22.2022.
I plan on exploring each of these dualities going forward. Let me know which ones you’re most curious about!