The Two Bucket System. Explained to a 5th Grader. Imagine you have two piggy banks. Piggy Bank #1 is for spending. Every month you reach
September 9, 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!
The Two Bucket System. Explained to a 5th Grader. Imagine you have two piggy banks. Piggy Bank #1 is for spending. Every month you reach
Naval Ravikant kinda rules. He’s one of my business heroes. And also a neighbor (I heart SF!!) In his now-famous tweet storm – which he
(That’s one for my late 70’s / early 80’s babies. If ya know, ya know.) But seriously — if you don’t know what your money’s
Buy bonds. Done. See you tomorrow! JK. (But also, not really.) Seriously, though, there is a very specific risk that—if not mitigated properly—could reschedule your
Every year, we force… *ahem*… hold our Members accountable to reviewing their beneficiaries. Usually, this is accompanied by some minor whining because “we just checked
There is an extremely high likelihood that you’ve done – or ARE DOING – one of these three things. #3: NOT PAYING ATTENTION I look
“I’ve got all the money I need,” my buddy Mike told me this past Saturday. “I methodically saved and invested for years, and I don’t
These are the top 3 things I see from the most financially healthy families. They not only look good on paper, but they feel good
This is what happens when you enroll in your Employee Stock Purchase Plan (ESPP) and max it out: You Pay $21,250 (money gets deducted from
Maxing out your 401(k) in the beginning of the year might not be the best strategy… Let’s say you to front-load your 401(k) contributions and