The #1 piece of feedback we get from new Members
When new Financial Zen Members graduate from our Foundation Program (our 6-month onboarding program), we always ask them what the best part of the experience
June 17, 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!
When new Financial Zen Members graduate from our Foundation Program (our 6-month onboarding program), we always ask them what the best part of the experience
Every year, we force… *ahem*… hold our Members accountable to reviewing their beneficiaries. Usually, this is accompanied by some minor whining because “we just checked
“I need to turn it down.” There is not much more satisfying than hearing those six words. Usually, that’s followed by: “I can barely pay
Four hours. Half a workday blown on customer support. And all I needed to do was transfer our service. Between setting up new accounts, dodging
One of our Members asked us to talk to their newly minted college graduate about personal finance best practices. (Stay tuned for that content.) But
Sunday evening as the sun was setting, I threw on my skating playlist, hopped on my board and pushed off into the horizon. I skated
Why I think AI won’t replace skilled financial advisors. Chatbots are designed to increase user engagement by validating your perspective. When Claude, or chatGPT justify
These are the top 3 things I see from the most financially healthy families. They not only look good on paper, but they feel good
The trees race through my peripheral vision in a blur. I can feel the cold mountain air pounding the exposed parts of my face. Peppermint
This is what happens when you enroll in your Employee Stock Purchase Plan (ESPP) and max it out: You Pay $21,250 (money gets deducted from