Get our best ideas to kickoff your Money Reset

Sign up for our free monthly-ish newsletter on Money, Mindset, and the Modern Family

As a woman, a person of color, as an LGBTQ individual, I get how negotiation can be in an uncomfortable conversation when you’re used to having a fight just to get a seat at the table. So that is why I wanted to talk to Kimberly Aguilera,

Continue Reading »

Today we are going to talk about career growth. So, when I left my company after 15 years, I turned to Lana Kairos for help. And her advice was really instrumental in helping me clarify my vision and getting to what I’m doing today.

Continue Reading »

As a small business owner myself, I’ve had to figure out how to navigate the legal of setting up our business and hiring. I always turn to Jamie Santos of Santos Walding LLP for help.

Continue Reading »

In this webinar I discuss navigating today’s 2024 real estate market with Brook Baird, an experienced real estate agent in the Bay Area. Brook specializes in assisting single women, alternative family households, and entrepreneurs.

Continue Reading »

As we get ready to dive into the holiday season, I just wanted to take a moment to say THANK YOU to all of you who read Jenni’s Money Musings each month.

Continue Reading »

When I left my Silicon Valley tech job after 15 years to start my own business, one of my main concerns was how to buy health care coverage for my family.

Continue Reading »

You’re an LGBTQ+ professional who has been working hard to build a nest egg. You might have invested some savings in one of those retirement date funds.

Continue Reading »

Living in expensive areas like San Francisco or Oakland can be tough. You might be scratching your head, wondering where all your money goes.

Continue Reading »

What I have changed with my own money since becoming a financial advisor. A friend asked me recently: What have I changed with my own money since becoming a financial…

Continue Reading »

Is the “Wealthy Gay Myth True?” Pop culture loves to portray the gay community as fabulous and rich – hence the widespread concept of the “wealthy gay” community.

Continue Reading »

For Tech Employees: How to use equity based compensation to fuel your Financial Independence Overview When I used to work in Silicon Valley as a tech employee,

Continue Reading »

In 2007, we met for the first time on a training ride for the AIDS Lifecycle, a week long bike ride from San Francisco to Los Angeles that raises money to end AIDS.

Continue Reading »

What is it like to be LGBTQ+ around the world? When we were in our early thirties, we left our 9-5 jobs for a year and traveled to 13 countries to make a film about LGBTQ+ people around the world.

Continue Reading »

How is Financial Planning is Different for LGBTQ+ households? When opening this practice, we thought a lot about the type of clients we wanted to serve.

Continue Reading »

Top Tips on How to Bank Safely What do Banks and Marriages have in common? Answer: Once you start losing trust and confidence, the whole thing can collapse like a house of cards.

Continue Reading »

When to Hire a Financial Advisor and How to Choose the Right One When to Hire a Financial Advisor and How to Choose the Right One You’re a woman or LGBTQ+ professional who has been working hard to build a nest egg.

Continue Reading »

8 Answers to Questions about Lesbian Money David and John of Queer Money Podcast were one of the first friends we made when launching a business in personal finance.

Continue Reading »

How to Conduct a Year End Review of Experiences and Spending Forget Starting on Next Year Goals and First Reflect on This Last Year Instead I’m often asked how to approach financial goals, especially at the start of a new year.

Continue Reading »

“Can I ever afford the home I want in the Bay Area without having a gazillion dollars?” “Can I ever afford the home I want in the Bay Area without having a gazillion dollars?” Even with a six-figure income, buying a home can feel unaffordable.

Continue Reading »

When Should a Mid-Career Professional Stop Investing in the Market? When Should a Mid-Career Professional Stop Investing in the Market? You’ve been consistently putting part of your income into the market every month.

Continue Reading »

Our Family Spending Rules Our Family Spending Rules: On a recent 4-hour drive up the California coast, Lisa and I conducted a deep dive of our budget.

Continue Reading »

The Book I Keep Recommending The Book I Keep Recommending to Everyone: In his book “The Pathless Path: Imagining a New Story for Work and Life,”

Continue Reading »

Making an Impact with your Investments while Achieving Your Financial Goals Making an Impact with your Investments while Achieving your Financial Goals.

Continue Reading »

The Market’s Gone Crazy. What does that Mean for My Financial Plans? Thanks to record growth in the stock market over the past decade, you’ve watched your net worth steadily climb.

Continue Reading »

What I’ve learned about money two years after my own great resignation: Remember the carefree days of December 2019?

Continue Reading »

David and John of Queer Money Podcast were one of the first friends we made when launching a business in personal finance.

Continue Reading »

Our time in Taiwan overlapped with our friend, Paul, of Reimagine Work Podcast. We enjoyed our time together in Taipei cafes discussing location independent work and life in Taiwan.

Continue Reading »
My money is in a handful of stocks

In this post, I’ll talk about: How much should you sell? Once you’ve decided, how do you reduce a concentrated position?

Continue Reading »

How to Consider a Career Transition: Thanks to the pandemic, a lot of us are seriously re-considering our career and life choices. Maybe it’s because we were reminded of what’s important in our lives – family, health, purposeful work.

Continue Reading »