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 […]
