Avoid The “Permanent Vacation” Trap
All Mike and Mary could dream about was achieving Financial Zen. They didn’t hate their jobs. They weren’t miserable. But they absolutely did not want
February 23, 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!
All Mike and Mary could dream about was achieving Financial Zen. They didn’t hate their jobs. They weren’t miserable. But they absolutely did not want
Most of us are W-2 employees at our day jobs. But in our financial lives? We are the CEOs of You, Inc. The problem is,
Yours truly was quoted in the San Francisco Chronicle again last week- The new financial threat to your California retirement — and how to handle it
I’ve looked under the hood of hundreds (maybe thousands?) of 401k’s. So I bet I already know how your 401k is invested. Here’s how to
Monday mornings. Deadlines. Working for someone else’s goals. The easy part is knowing what you DON’T want to fill your bucket with. The hard part
There is an extremely high likelihood that you’ve done – or ARE DOING – one of these three things. #3: NOT PAYING ATTENTION I look
All Mike and Mary could dream about was achieving financial zen. They didn’t HATE their jobs. They weren’t MISERABLE. BUT they didn’t want to work
Our Members fall into two categories: 1. Achieving Financial Zen as COMFORTABLY as possible2. Achieving Financial Zen as QUICKLY as possible In other words, Category
High-income W2 employees (aka YOU) pay more taxes per dollar of income than anyone else in the country. You have almost no tax breaks available
You only need 3 numbers to calculate when you can retire. 1. How much you spend2. How much you own3. How much you save HOW