Financial Zen daily

Raising Your Financial IQ Doesn't Have To Be Boring. Our Blog Makes It Quick, Easy & Fun!

So you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and – high achiever that you are – you want to learn all that you possibly can about smart money management. Then you’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…

  • Why you should NOT pay off your mortgage (Yes, you read that correctly.)
  • The two best ways to save for your kids’ college education
  • How to legally avoid taxes with a health savings account
  • Why you should ALWAYS be invested no matter what
  • How to dig up all the buried free money in your employee benefits

…and so many more. Check out Financial Zen Daily today for a smarter tomorrow!

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The Two Bucket System. Explained to a 5th Grader. Imagine you have two piggy banks. Piggy Bank #1 is for spending. Every month you reach

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September 9, 2026

18 years ago today…

18 years ago today, I walked into the SF Wachovia Securities branch for my first day as a financial advisor. Cold calls. Strangers in a

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August 25, 2026