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Don’t let anyone should on you

Last updated on: September 8, 2020 by David Lewis Filed Under: Financial Planning, Mindset Tagged With: financial planning

Let’s rap about the “tyranny of the should”. “Should” is a word that haunts a lot of folks because it’s this moral ball and chain that hangs around your neck. It’s there, constantly telling you… what you *should* do. And, if you don’t do it… you’re somehow magically a bad person.  Like… “you should save […]

How to find an unbiased financial advisor

Last updated on: September 8, 2020 by David Lewis Filed Under: Financial Planning Tagged With: financial planning

When we moved to a small town in North Carolina, an unexpected surprise was that my regular mechanic now lives too far away to service our vehicles. I say it’s a surprise because he’s a mobile mechanic.  He drives around to wherever I am (except here, apparently) to fix cars. Really super-handy, by the way. […]

Pimpin’ stocks ain’t easy

Last updated on: September 8, 2020 by David Lewis Filed Under: Financial Planning, Investing Tagged With: financial planning, investing in stocks

… especially today. And yet… I knew this day would come.  Was reading about a “new” way to trade stocks: a brokerage firm pimping trading and investing based on – wait for it – Fibonacci analysis.  Why does this matter? I dunno. It doesn’t, really… unless you happen to be investing with a firm that’s […]

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 […]

It’s not that life is too short, it’s that you’re dead for so long

Last updated on: September 1, 2020 by David Lewis Filed Under: Financial Planning Tagged With: fiduciary, fiduciary standard, financial planning

Let’s talk about something morbid: your death.  After you die, the world will keep spinning for thousands, millions, of years.  Compared to maybe 100 years of life, that’s an eternity. Is there something you want to leave this world when you’re gone? A legacy of some kind? Or… do you want to be forgotten?  Either […]

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