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We combine behavioral and personal finance education to help you make better decisions, eliminate fees, lower risk, and strengthen investments – so you can earn more, give more, and recapture your time.
For ambitious professionals and business owners 35+ who want financial clarity, confidence and freedom.
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Last month, I watched three friends’ eyes light up, and then widen, when they realized they’d quietly lost $658 in bank fees and forfeited $57,045 in annual interest. Meanwhile, [...]
Status Quo Bias is our tendency to prefer things to stay the way they are, treating the current state as a sacred reference point from which deviation feels like a [...]
Lately, I’ve found myself devoting more hours than ever to social media platforms like Facebook, LinkedIn, and Twitter. Sharing my opinions, connecting with colleagues, and even lending a helping [...]
Is the credit card the cigarette of the stacker’s world? Dave Ramsey certainly thinks so. Stacker Myth or Stacker Truth Cutting up credit cards may help some people avoid [...]
Have you ever felt a sour taste in your mouth after listening to someone's financial advice? If your answer is yes, you may be a stacker. What is a [...]
Why I hate to be a “Sell Out” Selling something you love, even when it makes sense, can feel like losing a limb. I just finished a multi-year, multi-step [...]
Why settle for 0.01% on your savings when you can do better? At today’s rates of 4%, $50,000 would earn an additional $2,000 per year. Recently, I advised [...]
Reducing Regional and Political Risk in Your Investments: Overcoming the Backfire Effect When it comes to investment decisions, our brains often cling tightly to existing beliefs, even when faced with [...]
Imagine sitting on the edge of a dock gazing across a dark blue ocean. Each wave crashing at your feet represents a moment in your life, fleeting and irreplaceable. Time, [...]