The dangers of financial independence
It’s easy to ignore the dangers of achieving financial independence (FI). Most never even consider the potential downside. And for good reason. The benefits of achieving FI overshadow any concerns. …
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What Keeps you awake at night?
As a banker, I am trained to think about the world in terms of risk. But sometimes meaningful discussion gets hidden behind all the charts, jargon and PowerPoint slides. I’ve …
Smart Money with Purpose: Retiree Interview Number 1
I really enjoy reading C. S. Lewis’s insights on true friendship. He focuses on a true friendship being based on a central question: “Do you see the same truth?” For …
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When Retirement fails
I opened up my Wall Street Journal a few years ago and was startled to see a friend of mine pictured sitting on a Harley Davidson. The story was on …
how the best story wins
I was fascinated to read about an author named Yuval Noah Harari who has sold over 27 million books. His bestselling book is called Sapiens, which is an anthropology book …
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 …
Real estate gone wild
There is something very emotional about how we think about the value of our own home compared to other investments. Conversations like the one my wife and I had a …
gamestop and How Small investors win
The last two weeks saw an amazing confluence of forces that created a financial story that shook the nation. We saw the power of social media in the form of …
Bad actors and your money
We got too many gangsters doing dirty deedsToo much corruption, and crime in the streetsIt’s time the long arm of the law put a few more in the groundSend ’em …
YOLO, Tolkien and Wealth
Canadian rapper Drake is credited with popularizing the term “YOLO,” an acronym for “you only live once.” It’s meant to inspire people to throw caution to the wind and seek …