2021 Keep Your Money Simple

Hello 2021! This is the year to simplify, make beautiful, create your plan for life. I’ve been obsessed with YouTube videos about minimal moms and other people that have taken a penchant for getting rid of stuff and having a home filled with only items they love. It’s very Marie Kondo.

5 Winter Money Tasks

Put on those comfy clothes . . . And start hunkering down for a year-end assessment. The end of the year is a fine time to do the following financial housekeeping tasks that put you in the right frame of mind to tackle a new year. Make this last month of the year count (before…

Sell or Keep Passive Income?

Ever have the feeling you have too much money on paper, but not enough income? This can happen when we own too much house, when net worth is 40% retirement funds, and 60% is primary residence equity. Is our home really an “asset” in the traditional sense? Yes and no. Yes, because it builds equity…

Money: Start with the End in Mind

Too often, we talk about budgeting now for “retirement” later. But a non specific future isn’t very motivating. In today’s podcast, we explore the vision of where we see ourselves on a very micro level. A really specific description of who we’ll be, what we’re wearing, who’s around us, where we are. Then map backwards.

Passion vs. 9-5 Job

Got a 9-5 and feel guilty that you’re not pursuing your passion? Don’t fret! Hopefully you’re in a great position to earn a reliable, predictable income, contribute to your employer’s 401K and otherwise set your financial life in motion. Keep setting goals and pursuing passion projects on the side. A wise financial plan buys plenty…

Your Money Fitness in 3 Stages

Keep it Super Simple. The number one way to stay in physical shape or money shape is to keep it super simple. Step 1 – Evaluate Your Money Fitness “Consult with a physician before starting any exercise routine.” In this case, you’re the doctor. There are three key numbers you need to know.