Financial Zen: Because Knowing Is Not The Same As Doing
Everyone knows how to get a six-pack: Eat fewer calories than you burn. Period. It’s the simplest formula in existence. And yet, look around—how many
February 10, 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!
Everyone knows how to get a six-pack: Eat fewer calories than you burn. Period. It’s the simplest formula in existence. And yet, look around—how many
When a new member starts at Financial Zen, we usually have to do some immediate “financial triage.” We see all of these all the time,
Stop thinking of yourself as an employee. Even if you work 9-to-5 for someone else, you are actually a small business owner. You are the
I respond to texts once a day, Monday through Friday. (And usually not at all on weekends.) I have all notifications turned off. No dings.
I ask myself a simple question sometimes: “If I didn’t think tomorrow was going to be better than today, why would I even get out
I was pumped to go into the office on Monday. It was the first business day of 2026. I was ready to high-five the team,
I opened the DocuSign. I verified I’ve never been associated with 8047 Estberg Parkway. I verified I’ve never lived in any of those counties. I
“You kept my butt in the seat.” That was my answer when Lauren asked what the biggest benefit was from our session. If I had
I’ve learned a lot over the last 15 years of running my own financial planning business. Here are the top 3 lessons I’ve learned so
I sat down to answer the #1 investment question of 2025 – Should I invest in international and emerging markets? I asked ChatGPT to give