The cobbler’s son has no shoes. The financial planner has no money. Here’s where I went wrong last year… Last year was a great year
April 23, 2025
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!
The cobbler’s son has no shoes. The financial planner has no money. Here’s where I went wrong last year… Last year was a great year
Don’t look now, but… …actually that’s it. Just don’t look. Who knew a single man could crash global markets and put “global recession” on the
The tariffs were higher and more sweeping than any economists forecasted. Mr. Market has an ability like no other to adjust. The only thing he
“…but my taxes are easy. Do I HAVE to use a CPA?” My response is the same every time… Do as I say, not as
Mr. Market is not stoked right now. He kinda hates uncertainty for uncertainty’s sake. That means even if everything else is fine, he’ll pout in
Imagine someone who is financially successful. Dollars to donuts, I bet you pictured someone with more than you – more income, more money, more things.
Before I do the “Rick” version of anything, I first copy play-by-play someone who’s done it (VERY) successfully before me. Ideally, it’s someone who has
ARE YOU NOT ENTERTAINED!?!? 2,000 years sounds like forever, doesn’t it? And yet at the dawn of Western Civilization, we were still kinda doing the
It was an incredibly hectic few months. So much so that I completely let my business – and personal – bookkeeping lapse. For 3 months,
I make all the mistakes with my own money first. But those screw-ups are my most valuable lessons. And some of them I need to
CONTACT
VISIT
