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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Slide Into The Grave (Inspiration From My Grandmother)
I flew to Houston this week to celebrate my grandmother’s 96th birthday. Baba is inspiring. While most of her friends and family her age have
As Featured On MoneyGeek!
https://www.moneygeek.com/financial-planning/resources/budgeting-for-the-holidays/#expert=rick-valenzi-cfp My first-ever publication!
Should You Make Roth 401k Contributions?
With a Roth 401k contribution, you pay taxes on it NOW and then never ever EVER again! That’s gotta be the best deal in town,
My Favorite Kobe Bryant Motivatial Story
3 years ago yesterday Kobe Bryant left us much too soon. He may be gone, but his inspiration lives on. This is my favorite Kobe
The Biggest Risk To Any Portfolio
“We recommend investing 50% of your life savings in Google stock.” I deliberately pause as I watch them squirm. I keep silent until they reply,
What Kind Of Phone And Sunglasses Do The Ultra Wealthy Own?
Last night, Nicole and I went to a wine tasting at our local wine bar in San Francisco. And who was there, but one of
