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Why being debt free is way overrated

Last updated on: August 27, 2020 by David Lewis Filed Under: Budgeting, Mindset Tagged With: debt-free, debt-free lifestyle, debt-free scream

I came across a story that highlights the banshee-like nature of the infamous “debt free scream”. The Internet forum poster complained on a public forum about having to shell out more money to fix his car… which was falling apart at the seams. But… he was in “good shape” financially because he was “sooo clooose” […]

Some of my favorite books on personal finance

Last updated on: July 22, 2020 by David Lewis Filed Under: Budgeting, Financial Planning, Investing, Life Insurance, Retirement Planning, Risk, Saving Money Tagged With: budgetng, Cash Flow Kickstart, Economics In One Lesson, financial advice, financial planning, life insurance, Popular Economics, retirement planning, Who Needs the Fed?

Last week, this dood booked an appointment with me to discuss whether whole life insurance made sense for him. Once the video chat meeting began, it became clear to me that this wasn’t going to end well.  This was someone who, about a year ago, booked an appointment with me and then never showed up […]

Obese piggy banks that are healthy at any size

Last updated on: November 7, 2019 by David Lewis Filed Under: Budgeting, Saving Money Tagged With: budgeting, saving money, the richest man in babylon

After a long hiatus, I figured it’s time to start posting to the blog again. Plus, there are some really interesting things happening in the financial industry that I can yap your ear off about. But, before I do, let’s rap about personal finance books. Been re-reading one of the best ever written: The Richest […]

A secret way to use your calendar to grow your wealth

Last updated on: June 17, 2019 by David Lewis Filed Under: Budgeting, Financial Planning Tagged With: budgeting, debt payoff and saving money, pay yourself first, paying down debt and saving money, save 10%, save money through budgeting, saving first, saving money

Many moons ago, I took a firearms safety class. The instructor was very prompt and demanded the same of his students. The class was rather expensive so… it paid to be on time. Which was unfortunate for some folks because they showed up late to the very first class… despite being told multiple times beforehand […]

Why I don’t do financial data aggregation

Last updated on: June 17, 2019 by David Lewis Filed Under: Budgeting, Financial Planning Tagged With: bank account aggregation, bank and investment aggregation, financial aggregation, financial aggregation services, findata, fintech data aggregation, investment data aggregation

Many moons ago, I warned all my email subscribers about using data aggregation services like Mint dot com and other similar services. Lots of personal finance startups have jumped on the bank wagon since then and it’s like… everyone and their brother wants to get in on this game. If you’re scratching your head as […]

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