The F*ck Off Fund and how to be your own financial advocate

A friend and I went shoe shopping in Herald Square this week. I thought I was good at haggling, but watching her work the sales associates made me feel like I’ve overpaid for everything my entire life because I just didn’t take it there. “Are there aNashville deals or discounts we should know about?” she would Read more about The F*ck Off Fund and how to be your own financial advocate[…]

How to save money, in spite of yourself

I never do this, but I actually re-listened to our Saving & Investing episode on Bondfire Radio this week (Week 3 of the 5-Week Financial Plan!) and took notes! I had designs for the show to go in one direction, and it went in a completely, unexpected, magical direction instead. You see, the concept of Read more about How to save money, in spite of yourself[…]

Two Guest Blog Pieces on “Retirement” for the Freelancer/Entrepreneur

I didn’t mean to, but it’s been on my mind lately, and these two posts coincidentally came out at the same time. I wrote a post for Maker’s Row that elaborates on the original radio show we did about why you should never retire. And most recently, here’s an excerpt from my post on FreelancetoFreedomProject.com: Read more about Two Guest Blog Pieces on “Retirement” for the Freelancer/Entrepreneur[…]

How to be as intuitive an investor as you are a consumer

Such an inspiring show with founder and CEO of Goldbean, Jane Barratt. Even as a financial planner, investing is something I’ve usually let investment experts or robo advisors (my money’s with Wealthfront) do the heavy lifting on. It’s an incredibly complex world and for the most part, it made more sense to hire the expertise Read more about How to be as intuitive an investor as you are a consumer[…]

If you’re saving in your 20’s, are you doing it wrong? | Brunch on a Wednesday

This is the first time we were compelled to actually directly respond to an opinion piece as a whole radio show episode. But Elite Daily’s click-baity title, “If You Have Savings in your 20’s, You’re Doing it Wrong,” was hard to pass up 🙂 I can see the appeal of the article and the outrage it caused. Read more about If you’re saving in your 20’s, are you doing it wrong? | Brunch on a Wednesday[…]

Why You Should Never Retire | Brunch on a Wednesday

When I first started meeting with people for Brunch & Financials, I used to ask them what retirement meant to them. The answers I got were so unexpected that I eventually stopped asking the question. Most people said “it doesn’t mean much to me,” or wrote something vague they had read about online.The real kicker for me, Read more about Why You Should Never Retire | Brunch on a Wednesday[…]

Why Being an English Speaker Makes it Harder for You To Save Money | Brunch on a Wednesday

I stumbled across a TED talk by behavioral economist Keith Chen, who did a study on why some countries’ citizens have a higher savings rate than others. He found a really crazy correlation between the countries who saved more and the countries who didn’t – the way the country’s language spoke about the future. My Literature nerd Read more about Why Being an English Speaker Makes it Harder for You To Save Money | Brunch on a Wednesday[…]

Brunch on a Wednesday: How learning how to drive is like learning how to Financial

I’m turning 30 in September and one of my goals before I turned 30 is to learn how to drive. Yes, I somehow escaped from California without a driver’s license, then spent the last 7 years in a city where having a car was more of a liability than a necessity. I had my first driving lesson Read more about Brunch on a Wednesday: How learning how to drive is like learning how to Financial[…]

Brunch on a Wednesday: How to Create a Financial Future That’s All Yours

I feel like I’ve been running into a similar conversation a lot with clients lately. It usually goes something like this: Me: I see you have a goal of buying a house. You: Yeah… Me: That’s great, are you planning to stay where you are now for a while? You: Well, I’m not really sure Read more about Brunch on a Wednesday: How to Create a Financial Future That’s All Yours[…]

4 Ways You Might Be Sabotaging Your Financial Success

You’ve probably created a Financial at some point in your life (if you haven’t, no worries, there’s still time!). Maybe you hit a point where you feel like enough is enough and you have to be an adult and finally start paying attention to your finances. Maybe someone told you about mint.com and you were like, Read more about 4 Ways You Might Be Sabotaging Your Financial Success[…]

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