Introducing...
Personal and practical finance insights
Join the discussion at the intersection where money, psychology, and personal freedom converge.
This newsletter is an outgrowth of my book, Wealth Your Way, and is dedicated to helping you level-set your core understanding of financial freedom. It will also focus on developing default behaviors that are well-suited to assist you with planning for and achieving your financial goals while living and enjoying your best life now.
There is no one-size-fits-all plan for that.
But there is a strategy to create a purpose-built, goals-driven plan tailored to you. You may be a Gen Z coming of age, a millennial with oppressive student debt, or a boomer playing catch-up, but for all of us financial planning boils down to this simple mantra: think about what to do, go do it, then do as little as possible after that! PCR: Plan, Course-Correct, Repeat.
What You’ll Get
Over time, the newsletter will cover a wide range of personal finance topics that will shed light on some of the issues and challenges you may face, and offer up suggestions as you work through your personal financial planning process.
My goal here is to help you with how to think about growing your wealth, not simply what to think. Empowering you to grow your knowledge base, increase confidence in the choices you make, and own your financial plan.
Financial independence buys you the most valuable asset on the planet—freedom. The freedom to spend your money, and more importantly, your time, however you see fit.
Why Listen to Me?
I traveled the road to financial freedom, but it wasn’t a weekend trip. I didn’t get here by winning the lottery, selling books, or writing viral posts. Nope, I did it walking the same long, winding, and sometimes dimly lit path you’re on. My book and this newsletter are your flashlight. (For a synopsis of the journey, check out this post.)
I started my career with one big goal: financial independence. Mission accomplished. After three decades as a tax consultant and partner at PwC (yes, the firm that counts the Oscar ballots), I retired on my own terms. Now, I’m sharing what I’ve learned to help you do the same.
I write from experience, keeping my thoughts grounded in evidence-based data. In addition to my Amazon #1 bestselling book, my work has been featured on Kiplinger.com, Benzinga.com, MSN, and The Evidence-Based Investor blog.
Get-rich-quick doesn't work, but if you're willing to improve your financial situation at a comfortable pace, you will find some actionable ideas.
Writing forces clarity of thought, and I hope you can learn from mine. I achieved financial independence—this newsletter is my humble attempt to pay it forward.
Financial independence is not just a number. It’s a state of mind. It provides freedom in a broad sense, and isn’t that what we all ultimately desire?
As always, invest often and wisely…and enjoy the journey!
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