Do Your Financial Goals Match Your Values?

Tony Hsieh, who tragically passed away last week, was all of us – someone who wanted to know how to live a happy, meaningful life during his short time on Earth. A concern for happiness was a major reason why the former Zappos CEO focused on transforming work culture. Happy workers made happy customers. ButContinue reading “Do Your Financial Goals Match Your Values?”

How to Develop a Wealth-Building Mindset

You can have all the financial wisdom ever known. Yet, it is still no guarantee you’ll achieve your financial goals and build wealth as you define it. Knowledge isn’t always an effective antidote for our emotions. Therefore, to put that knowledge into action it helps to have the right mindset. In my latest article forContinue reading “How to Develop a Wealth-Building Mindset”

Hitting Pause on the Hedonic Treadmill

One of the most important parts of surgery occurs away from the operating table. Before the procedure begins, the surgical team takes a timeout. A bulletin from the American College of Surgeons describes it as “an immediate pause… to confirm the correct patient, procedure and site.” This calculated pause has been shown to significantly improveContinue reading “Hitting Pause on the Hedonic Treadmill”

The 44 Stages of Living Through a Financial Crisis

As 2020 mercifully comes to an end, newspapers and magazines are releasing their best-of and year-in-review lists. There is much to reflect upon, or eagerly forget. But, as someone just shy of 40, one of the things that sticks out most to me is the fact this year marked the second major financial crisis ofContinue reading “The 44 Stages of Living Through a Financial Crisis”

Four Things That Make Money Meaningful

Behind the long braids of barbed wire and tall machine-gun towers of Dachau came the unmistakable sound of laughter. A transport of prisoners from Auschwitz had just arrived, and they were joyful.  To me, this was the most affecting scene in Viktor Frankl’s book, Man’s Search for Meaning, about his physical and spiritual survival inContinue reading “Four Things That Make Money Meaningful”

The Super Rad True History of Money

Actually, I don’t know the history of money. Sorry. It probably involves the Romans somehow. What I do know is that we all have our own personal history of money. A history of money that touches every aspect of our lives. It shapes our work, our lifestyles, our relationships and our futures. Here is yours.Continue reading “The Super Rad True History of Money”

The Market Owes You Nothing

Invest for long enough in the stock market and you’re destined to exclaim: “I didn’t expect that!” (Or, something to that effect: “I can’t believe it!”, “Wow!”, “Holy s**t!”) Probably many times. You could be a longtime investor who was unphased by every bubble, bust and crash of the past 60 years. You can beContinue reading “The Market Owes You Nothing”

Financial Writing with Empathy

If you want your writing to be more engaging, answer one question: Who am I writing for? Berkshire Hathaway has legions of devoted shareholders, some of whom are quite famous — LeBron James, George Lucas and Bill Gates, among them. But when writing the annual shareholder letter, chairman and CEO Warren Buffett has only twoContinue reading “Financial Writing with Empathy”

How to Live Like You’re Already Retired

The late poet Mary Oliver never worked an interesting job in her life, just as she wanted it. Her fear was that it would take away valuable time and energy from her true passion — writing poetry. As she explained in an interview: I was very careful never to take an interesting job. I tookContinue reading “How to Live Like You’re Already Retired”

7 Habits of Successful Financial Writers That Will Improve Your Writing

A bottle of whisky within arm’s reach may make you a great writer. It is not what made Jack London a great writer. London had a reputation for drinking heavily, as did many famous writers. But what allowed him to write classic books such as The Call of the Wild and White Fang was notContinue reading “7 Habits of Successful Financial Writers That Will Improve Your Writing”