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Financial faux pas from a #moneyboss budgenista

Last updated on: August 12, 2020 by David Lewis Filed Under: Financial Planning, Retirement Planning, Saving Money Tagged With: #moneyboss, financial advice, financial coach, financial consultant, financial planning, financial planning advice, retirement advice

Behold! the power of the Innernet: Apparently you can now take a 6-week course on financial planning and become a financial expert. Kinda puts my 15 years experience at this gig to shame, doesn’t it? One of the most famous of said “budgenista” programs is sold by a big-name celebrity in the financial world. A […]

My multiverse theory of financial planning

Last updated on: September 1, 2020 by David Lewis Filed Under: Financial Planning, Mindset, Saving Money Tagged With: saving money

One of my all-time favorite superhero “reboots” is Christopher Nolan’s The Dark Knight trilogy.  I realize it’s not the first (nor will it be the last) reboot, but it’s one that seems the most “real” to me. And yet… by today’s standards, it’s an “old” movie. It will probably be redone again and again and […]

What the Doctrine of the Mean can teach you about making better financial decisions

Last updated on: August 12, 2020 by David Lewis Filed Under: Financial Planning, Saving Money Tagged With: making financial decisions, money, philosophy

Let’s rap philosophical.  One of the most influential and well-known philosophers in history was Aristotle.  As part of his ethics, he advocated something called “The Doctrine of The Mean”.  This doctrine says (and I am paraphrasing) that virtue lies between two vices.  Think of a straight line with a vice on each side and virtue […]

More money secrets from our honeymoonaversary, revealed

Last updated on: July 22, 2020 by David Lewis Filed Under: Retirement Planning, Risk, Saving Money Tagged With: financial planning, risk management, saving money

Just to recap if you’re new here… Many moons ago, my wife and I went on a honeymoonaversary. Since we didn’t go on a honeymoon (for reasons I won’t go into here), and instead went on our honeymoon on our anniversary, we combined the 2 into 1.  Anywho, here is the full recap from 2017: […]

My 401-keg plan

Last updated on: July 22, 2020 by David Lewis Filed Under: Investing, Life Insurance, Risk, Saving Money

Back in my jerkwater home town, about the only kind of beer people drink is the cheap stuff… except, when you go out to a bar (and it doesn’t have to be a fancy bar either), there’s almost always Yuengling on tap. Now if ye wasn’t born in or around Pennsylvania, mayhaps you’ve never heard […]

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