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Fifteen Minute Financial Advisor

Mar 26, 2019

Every year, it seems like every website, blog, and podcast that deals with personal finance to some degree details things you can do with your tax refund. So I did a little research (12 random websites) to see what the most common advice happens to be. Not surprisingly, it was mostly all the same. Here are three...


Mar 19, 2019

There is no greater feeling as a fiduciary financial advisor than when a client can check a goal off of their list in their financial plan. Today we talk about a framework for making goal-oriented decisions by thoughtfully planning your goals, and prioritizing them. It's all through the lens of the story of a young...


Mar 12, 2019

This week, we're going to get a little more philosophical than strategic. We'll talk about the way things are framed, and what impact that has on the way we make decisions. We'll look at the Framing Effect, and Dr. Walter Mischel's Stanford Marshmallow test on delaying gratification. And of course, we will have some...


Mar 5, 2019

Spending money is a part of life in a developed economy. It's not bad to spend money. We save money so that we can spend it! In fact, I encourage people to spend money when they have a plan for how much they can spend and still be on track to accomplishing their goals. In this episode, we cover a few little tricks to...