Why Hire A Financial Advisor?
It was a crisp December night in New York City. A fresh layer of snow was turning to slush and Christmas was in the air.
August 30, 2023
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!
It was a crisp December night in New York City. A fresh layer of snow was turning to slush and Christmas was in the air.
Every day, I’m barraged with cold emails/calls/DMs from various vendors. Most are of the “Can you handle 10 new clients a month, Rick?” garbage variety.
“Ahhh, Rick. How ya doin’ Mr. Easy Button?” the estate attorney greeted me. “Hey, Michael. How’s it going? Wait. Did you just call me Mr.
It costs me $164/mo. I get nothing in return. I could buy a new Toyota instead. Sounds like a Financial Zen Master wasting money, dunnit?
On my way to the gym for my lunchtime workout, I passed by two girls feeding a parking meter. Nothing out of the ordinary, but
I live in daily terror. Every single email I get from our FZ members comes with a sprinkle of anxiety that THIS will be THAT
If I had a board of directors, they would have fired me in 2018. Until then we charged the industry standard, a 1% annual fee.
Pretend you don’t get paid a salary + bonus/commissions. Instead, imagine you’re paid by the hour. You’re also an animal and work 17 hours a
This is how financially successful people think. They were already stretched thin. But not for the usual reason, which is spending too much. They were
How did Charlie Munger and Warren Buffet become the most successful investors in history? Not by calling the right shots, but by avoiding the bad
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