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 […]

What I’ve Learned About Money Since My Own Great Resignation

What I’ve Learned About Money Since My Own Great Resignation What I’ve learned about money two years after my own great resignation: Remember the carefree days of December 2019? That was when I parted from my 15 year corporate career, feeling financially confident and ready to jump into a new phase of my life. Little […]

Money Fears, Self-Employment, & Living Abroad with Kids

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. We were thrilled when he invited us onto his popular podcast which focuses on solopreneurs, thought leaders and philosophers questioning the role of work in our lives and […]

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, […]

What I changed with my money since becoming a Financial Advisor

What I changed with my own money since becoming a financial advisor MY OVERCONFIDENCE AS A DIYER Now, I’m someone who has always taken pride in my financial savviness, and if you had asked me five years ago how well I thought I was doing in managing my money, I would have said – “Excellent! […]