Avoid The “Permanent Vacation” Trap
All Mike and Mary could dream about was achieving Financial Zen. They didn’t hate their jobs. They weren’t miserable. But they absolutely did not want
February 23, 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!
All Mike and Mary could dream about was achieving Financial Zen. They didn’t hate their jobs. They weren’t miserable. But they absolutely did not want
Most of us are W-2 employees at our day jobs. But in our financial lives? We are the CEOs of You, Inc. The problem is,
In just the last two years since we started reviewing old tax returns for new Financial Zen Members, we have uncovered over $100,000 in tax
Everyone knows how to get a six-pack: Eat fewer calories than you burn. Period. It’s the simplest formula in existence. And yet, look around—how many
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