Rick’s Summer Reading List Recommendations
One of our Members asked us to talk to their newly minted college graduate about personal finance best practices. (Stay tuned for that content.) But
June 4, 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!
One of our Members asked us to talk to their newly minted college graduate about personal finance best practices. (Stay tuned for that content.) But
Sunday evening as the sun was setting, I threw on my skating playlist, hopped on my board and pushed off into the horizon. I skated
Why I think AI won’t replace skilled financial advisors. Chatbots are designed to increase user engagement by validating your perspective. When Claude, or chatGPT justify
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
The average age of the people we work with is 39. When we run through the initial plan projections of how people will turn out,
I was convinced hitting my savings goal would be one of the greatest feelings. Seeing the number in my account and thinking how satisfying it
Do the things that move the needle first. Then do all the other stuff. That includes saving your money. For 17 years, I worked out
Beep! Beep! Beep! “Ugh,” I whisper, eyeing today’s calendar. Normally, I wake ready—but not this Tuesday. I’d slept poorly and felt it from the start.
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
Negative is easy.Positive is difficult. Negative pleases your ego.Positive pleases your soul. Negative makes people wonder what you say about THEM.Positive makes people HOPE you