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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Turn off your texts and turn up your budget
I respond to texts once a day, Monday through Friday. (And usually not at all on weekends.) I have all notifications turned off. No dings.
Why Only Investing in the S&P 500 Isn’t Enough
Recently, the S&P 500 has been the “King of the Hill.” Investors have been eating Mag 7 for breakfast, lunch and dinner. Members would ask
Our “Blue Ocean” Fee Structure
If your financial advisor invites you to a fancy steakhouse for lunch… run. It sounds nice on the surface. Who doesn’t like a free filet
If you want to pick stocks, please don’t do it in your taxable account. 🛑
I get it. Index funds are boring. Sometimes you want to scratch the itch and buy individual stocks, crypto, or gold. I am not against
Investing Means Betting On Humanity
I ask myself a simple question sometimes: “If I didn’t think tomorrow was going to be better than today, why would I even get out
Mr. Market Likes It When You’re Scared
“Rick, the market has been up for too long. We are due for a massive downturn.” “This AI bubble is going to burst any second.”