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Fifteen Minute Financial Advisor

Sep 22, 2020

Make a commitment. Be consistent. Let compounding work uninterrupted. 

The parallels between personal finance and podcasting are obvious this week as we explore what I've learned over the course of the last 104 weekly podcast episodes. I hope you've learned some things too. 

 

Questions? Email me:


Sep 15, 2020

Access to capital markets has never been more widespread than it is today. But is that a good thing or a bad thing? I think it's a little bit of both. The first time I bought a stock, the commission was $100 through a discount broker. Today, it would be free. Real investing education has never been more...


Sep 8, 2020

As the kids head "back to school" in one way or another, it serves as a great time to address the basics in your financial life. Yes, I think financial planning is an incredibly important thing to do, but if you don't want the full meal deal, just pick a few goals to refocus. Despite all the weirdness that 2020...


Sep 1, 2020

You hear the word all the time. Usually as a warning, or "wise words" from someone who has been investing for a while. Today we explore what diversification really means, and what it doesn't mean. It's also critical that you understand what it does and how to approach it in the way that's right for YOU. 

 

Questions?...


Aug 25, 2020

I find something mystical about the number 100. Since this is the 100th installment of our chats together, I thought we could go over some fun facts about the number 100! I hope you enjoy this one as much as I did!

 

Questions? Email me: