It’s My Financial Planiversary!
14 years ago, on August 25, 2008, I officially became a financial planner. Here are the top 3 things I’ve learned so far. 1. There’s
August 25, 2022
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!
14 years ago, on August 25, 2008, I officially became a financial planner. Here are the top 3 things I’ve learned so far. 1. There’s
The excerpt below came from a press request network I’m a part of. Real people write to media outlets. Then reports pick up the request
I know my outward appearance is a positive, always-half-full, everything’s-gonna-be-alright kinda guy. But the deep, dark secret I hide from the world is… …I live
I tell this story from a place of understanding and empathy. We all have our version of this, myself included. A gentleman called me up
I’ve never told anyone this story before. Not even Nicole. The origin of Financial Zen can be traced back to this one moment in time…
To be perfectly honest, when we decided to start meeting with our Financial Zen Members MONTLHY instead of quarterly, I was a little scared. Our quarterly appointments
Reading time: 90 sec Better answers start with better questions. Below are the 5 levels of Financial Zen and the most important questions you can
It had been over ten years since I owned one. The last one I had was the 3rd generation. (Remember the one that was like
Politicians have chauffer knowledge. Jerome Powell has Planck knowledge. What’s the difference? As the fable goes, when Max Planck won the Nobel Prize in 1918
One of our Financial Zen Members forwarded this article to me last week. Thanks for the inspiration, Evan! The TLDR is: If you make more than $250,000
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