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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Sunday Motivation: As you dream, so shall you become
A little Sunday inspiration so you can hit the ground running tomorrow morning. This is from the perennial self-development classic by James Allen, As A Man
CHALLENGE: How many paid subscriptions can you cancel?
It’s Saturday, so it’s time to check your numbers (if you haven’t already). Sign into your Financial Zen Portal (or Mint, YNAB, etc.) and review
The #1 threat to your financial independence
If you’re reading this, you’re likely a high performer. That means you’re crushing your career and making tons of money. And therein lies the threat…
There are 3 types of investors. Which are you?
I just finished Rational Expectations: Asset Allocation for Investing Adults by William Bernstein. If it wasn’t my job, you could scream ‘nerd alert!’ (But it is. So you
It’s impossible to see your own blind spots
I tell this story from a place of understanding and empathy. We all have our version of this, myself included. A gentleman called me up
Your estate plan is NOT set it and forget it. Do this once a year
You have your estate plan completed because you’re a financially-adulting adult. Congratulations. But it’s not quite “set it and forget it.” We recommend reaching out
