The end of the year flies by. One day, you’re eating turkey and pecan pie and taking a well-deserved nap. Next thing you know (or so it seems), you’re counting down the New Year’s clock to welcome 2025. If you’re not careful, the holiday season will fly by (in a sleigh?) before you can do […]
There are a few broad categories that trigger people to reach out to me. Retirement planning is biggest. Major life changes (marriage, divorce, having kids) is a common reason, too. Another one, albeit slightly more unique: “I have a good handle on our finances, but I want to get you involved because my spouse needs […]
I started a great dialogue with “Carl” in August and immediately felt a kindred lifestyle connection. Carl and his wife, “Colleen,” are about my age, with young children, and they earn a healthy-but-not-astronomical income ($160,000 pre-tax, which puts their family in the ~75th percentile). Carl reached out to share some exciting news: Their family surpassed […]
After a recent podcast episode, a listener asked me to expound on debt’s “silent assassination technique.” Debt is not a cobra that unexpectedly strikes from the undergrowth. It’s a python you stupidly take out of the cage and allow to slither around your torso until you suddenly realize it’s squeezing harder than you can handle. […]
Friend of the blog Matt sent in a great question this week: Hi Jesse – do you have any recommendations when it comes to life insurance? I know Term is the way to go, but that’s about all I got… I scanned your blog posts and didn’t see anything too specific with it but if […]
It’s breakfast time, you’re hungry, and I’m offering you two options: A healthy, adult hen Two dozen eggs Your first thought is probably: “Seriously? It’s just breakfast. I don’t want a live chicken running around my house.” Forget that thought for now. If you’re like me, your mind next asks, “If I do choose the […]
Who knew a lack of proper estate planning would throw the entire realm into war? That’s the lesson I garner from HBO’s House of the Dragon. If you’re unfamiliar (as I was) with the series, here’s an uber-quick primer to catch you up. [SPOILER ALERT!] It takes place in the same universe as Game of […]
I’m now 30 months into my new career, and I’m loving every single day. As a lifelong learner, I find the nuanced topics of financial planning and investment management to be a limitless sandbox, or perhaps more like an underground cave system. Where’s the bottom?! Nobody knows! Despite that complexity, my colleagues and I help […]
