Gold can’t have babies (Investing vs. Speculating)
There is a fundamental misunderstanding in the financial world about what constitutes an “investment.” At Financial Zen, we draw a hard line between Investing and
January 27, 2026
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, overachiever that you are, you’re keen on learning all that you possibly can about smart money management. You’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
…and so many more. Check out our blog today for a smarter tomorrow!
There is a fundamental misunderstanding in the financial world about what constitutes an “investment.” At Financial Zen, we draw a hard line between Investing and
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
Taylor just celebrated her 2nd anniversary with Financial Zen. She took over all things Schwab-related back in 2023. If Financial Zen has helped handle your
“You kept my butt in the seat.” That was my answer when Lauren asked what the biggest benefit was from our session. If I had
17 years ago, I thought I was building a small business. Turns out, I was starting a movement. Back then, my goals were modest: I
I’ve learned a lot over the last 15 years of running my own financial planning business. Here are the top 3 lessons I’ve learned so
I sat down to answer the #1 investment question of 2025 – Should I invest in international and emerging markets? I asked ChatGPT to give
I put my money where my mouth is. So I gave our investment strategy away for free. I believe knowledge should be free, and you
My phone rang at 10:27 this past Sunday morning. I paused my game, put down the Xbox controller and hit “screen” on my phone, assuming
The cobbler’s son has no shoes. The financial planner has no money. Here’s where I went wrong last year… Last year was a great year