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 […]
My money is in a handful of stocks. I should probably sell, but what about taxes?

My money is in a handful of stocks. I should probably sell, but what about taxes? In this post, I’ll talk about: How much should you sell? Once you’ve decided, how do you reduce a concentrated position? The Most Important Question to Ask Yourself Thanks to the longest bull run on record, you’re in the […]
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! […]