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 […]

Making an Impact with your Investments while Achieving Your Financial Goals

Making an Impact with your Investments while Achieving Your Financial Goals Making an Impact with your Investments while Achieving your Financial Goals.   I’ll be honest – I didn’t always give thought to the social impact of my investment choices. Like many people, I’d spend a couple minutes reading through the investment options available on […]

The Market’s Gone Crazy. What Does that Mean for My Financial Plans?

The Market’s Gone Crazy. What Does that Mean for My Financial Plans? 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. With the confidence of your growing nest egg, perhaps you started […]

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 […]

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. […]

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! […]