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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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.”
The Financial Zen Decision Matrix
I was pumped to go into the office on Monday. It was the first business day of 2026. I was ready to high-five the team,
Financial Resolutions Are Stupid
It’s January. The gym is packed. Come back in three weeks. It will be empty. Why? Because motivation is a finite resource. It burns hot