Leaving the 9-5, and the importance of "enough"
Why did I leave the 9-5? It's an important question, and it touches on an even more important one: "what is 'enough'?"
A guide to planning and investment jargon
I'd like to throw some words at you that you may hear in conversation with a financial planner and/or investment manager.
Annual Money Review: Tech Professional Edition
You probably know that I'm a huge fan of weekly money time, but often the work that's done there is down in the weeds: paying bills,
On the importance of financial shock absorbers
We have to have an Adaptive Financial Planning mindset. But that doesn't mean we're completely at the mercy of chance.
Income allocation, or "where should my money go?"
How do you allocate your dollars such that you are prepared for the future, but also living fully in the present?
What to do during money time
What does "working towards your financial goals" even look like? Let's talk about that.
The gift of uncertainty
As any statistician will tell you, just because there's randomness in the system doesn't mean we can't make plans around it. Mor
It's not a financial plan without Monte Carlo
Monte Carlo simulations are one of the cornerstones of what I call "adaptive financial planning". The idea is to keep you on track
Handling money as a couple
Once you add another human being to the financial mix, things get an order of magnitude more complicated. Here are a couple of strategies th
Climbing the (financial) ladder
You may be asking, "OK...but how do I get from where I am to where I want to be?" An excellent question! Here are some tools for y