Reflections on Six Years of Retirement
For most of my life, I didn’t plan to retire. Reflecting religious influences, I’ve long thought we were put here to spend our life working in the productive service of …
money and religion
A change in direction
I hiked up to this Saguaro the other day to seek guidance on which direction my life should take. As you can see, he was about as helpful as the …
Four keys for investing in a Woke World
It was fascinating to see major companies like Coke and Delta jump into Georgia election law politics earlier this year. By taking sides they made many of their customers mad. …
The Humble Millionaire
I got stuck in a conversation at a dinner party last week with a name dropper. It was painful. I’m sure you’ve been in similar situations. Wanting to impress me, …
Financial first responders
Last week I got the type of call no one wants to get. I learned a friend and colleague, who was in the prime of life, had taken his own …
The way of the dragon
Being a banker, I suppose it was logical that I would be drawn to read dragon books to my kids. These complex creatures remind me of some of my more …
The retirement Secret Sauce
Let me say something radical about how to have a successful retirement. I’ve read a lot of retirement books touting the “keys to a successful retirement.” Some have great ideas. …
Prophets, Predictions and Your Money
When I was growing up my parents took me to a church where I heard a lot of scary sermons. Perhaps taking a little too much liberty with some symbolic …
Cancel Culture Strikes Smart Money with Purpose
Oh no! Cancel culture has aimed its fire at SMWP. For the second time the SMWP Twitter account was locked. As you can see below, I was able to find …
timeless money wisdom
A Word to the Wise is Enough -Poor Richard I love the pithy sayings of Benjamin Franklin. Using the pseudonym of “Poor Richard,” Franklin published his Almanack from 1733 to …