How To Conduct a Year End Review of Experiences and Spending

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. Lisa and I used to love making ambitious New Year’s resolutions around saving more […]

Our Family Spending Rules

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. We’ve spent this summer traveling, and between feeling bogged down by our SUV full of belongings and facing the sticker shock of gas and food prices here, we […]

The Book I Keep Recommending to Everyone

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,” Paul Millerd writes about his decision to walk away from a life of ladder climbing in exchange for a journey of uncertainty and wonder. A former McKinsey management consultant […]

How Passion Projects Create Financial Security

How Passion Projects Create Financial Security David and John of Queer Money Podcast were one of the first friends we made when launching a business in personal finance. They help gay men to live fabulously without sacrificing financial security. We love their popular Queer Money podcast, and we’re thrilled to be invited on this episode. […]

How to Consider a Career Transition

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. Maybe it’s because remote work opened us to new possibilities – downshifting to a simpler pace, […]