We want to help every young family in America conquer financial complexity. As word spread, we grew. But as we grew, we reached our capacity. Our mission hit a wall. To serve more and more young families, we had to […]
Only 17% of financial advisors are legally required to put your interests above their own.* (In finance-ese, that’s called a fiduciary.) Is your financial advisor a fiduciary? Does it matter? Behind the curtain “To make money!” The President of the […]
COVID-19 has shut down the world economy. The biggest financial lesson we can learn from the pandemic is the importance of an emergency fund.
Happy Birthday to us! The Financial Zen Group turns 4 today! Our mission is to get financial planning into every home in America. I’m proud of how far we’ve come and freakin’ pumped about where we’re headed! How far we’ve […]
We’re more vulnerable when we’re in a heightened emotional state. That’s why financial scams are more prevalent during times like these. Here’s how to protect yourself from COVID-19 scams. Where financial scams begin The scams we see in the financial […]
We are inspired by the front-line workers risking their lives to save others. We are indebted to the essential workers helping us maintain a shred of normalcy. But there are everyday heroes who are not getting 8pm howls every night in […]
With a successful career and a family comes Financial Complexity, an evil villain lurking in the shadows. Financial Complexity loves it when you mistake chauffer knowledge for Planck knowledge. Charlie Munger, Warren Buffet’s right-hand man, gave a commencement speech to […]
With a successful career and a family comes Financial Complexity, an evil villain lurking in the shadows. Financial Complexity loves it when you mistake Google knowledge for Planck knowledge. Charlie Munger, Warren Buffet’s right-hand man, gave a commencement speech to the USC class of […]
If you’re like 83% of the rest of the population, one of your New Year’s resolutions is some form of getting your finances straight. Maybe it’s spending less. Maybe it’s saving more. Maybe it’s just understanding how it all fits […]
Every New Year’s Eve year after an amazing dinner and a couple glasses of wine, our friends go around the table and talk about 3 things: What was your biggest accomplishment this year? What’s the most important thing you learned […]
