How to retire in 5 years (even if the market crashes).
Buy bonds. Done. See you tomorrow! JK. (But also, not really.) Seriously, though, there is a very specific risk that—if not mitigated properly—could reschedule your
June 25, 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!
Buy bonds. Done. See you tomorrow! JK. (But also, not really.) Seriously, though, there is a very specific risk that—if not mitigated properly—could reschedule your
Did you know that since June 2022, Financial Zen boasts a 97% client retention rate? Did you also know that the industry average over that
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