Let’s rap about some dumb mistakes I’ve made with my money in the past. I named my business based on where I lived — this had the well-deserved side effect of people thinking I only did business locally when I was licensed to do business all over the U.S. and so I lost a lot […]
My multiverse theory of financial planning
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 […]
How not to plan for your future
Someone messaged me last week asking me if I could design a custom whole life policy for them. Conversation went something like this: “What’s the minimum amount I need to get started?” End of conversation. Wrong way to think about saving money (especially through life insurance, but… I totally get where they are coming from. […]
More money secrets from our honeymoonaversary, revealed
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: […]
The financial plan that failed (and I had to admit defeat)
Back in my early years in the biz, I was friends with this young girl and (apparently) my name came up one time during dinner or something. Well one thing led to another and she approaches me and asks if I can help her dear old dad. I said “sure” and we arranged a meeting. […]