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This blog is more than just articles about money - It's my journey through one of the biggest transitions of my life. What started off as a turbulent period ended up as one of the most transformative. I questioned my purpose, my core values, what I wanted to do with my life, my strengths, etc. Throughout the journey I learned a ton about money, but more about myself. If you want to take the ride from the beginning, start at #1 and work your way to what's current. Or skip around and read what's interesting. Regardless, hope you enjoy and learn something new!
33. A brief history on retirement and why financial education is IMPERATIVE with Bob and Timmy
Before I introduce you to Bob and Timmy, let's start with a quick history lesson on retirement in the United States, shall we? The pension plan was first introduced in the US in 1875. As time progressed, pension plans were offered by more and more of the bigger...
32. Financial Advisors vs Financial Coaches – What’s the difference?
This is one of our most common questions. In a nutshell, it really comes down to overall costs and who is doing the work - The Advisor or the client. Some will argue that money is so complex, that it is well worth it to leave it to professionals, pay the cost for the...
31. Happy Holidays! Managing Debt
Ahh....it's that time of year - The Holidays. If you're like many people, the Holidays can be stressful. Traveling to see family and friends, finding the perfect gifts for loved ones and Christmas shopping. If you're smart, you've budgeted for Christmas well ahead of...
30. Inprocessing yourself into the VA
Not your typical blog post, but being that my audience has a lot of military, I feel the need to put this out there to help others understand the ass pain of transition. Any transition in life is a process. Whether it's from the time you start driving, to the...
29. Finding your purpose
What's your purpose? How do you find it? These are some of life's hardest questions. Some will spend their lifetime trying to find it through work, while others never do. But what about those who did find their purpose? Were they just born with it? Did they make it...
28. Some people die at 25 but aren’t buried until they’re 75
What does this mean? The traditional mindset toward work is to get a job when you're in your early 20s, work 40+ years in a job you don't like, during the best hours of the day, during the best days of the week, during the best years of your life, top buy stuff to...
27. How did I do it?
The number one question I get is HOW did I get to a place of financial security. For one thing, comparing my journey to others is difficult because it's different for all of us. We each have different priorities and goals, so doing what one person does over another is...
26. The Finish Line
Well, I made it. I freaking made it. I crossed the finish line and I'm on the other side. As I write this, I'm about 2 weeks into Military Retirement and still trying to process it all. No retirement ceremony, no party, no big dinner or speech. Just FREEDOM. I've...
25. The Comfort of Routine During Transition
As I slowly started transitioning from the Army to focusing on my transition to retirement, things got weird. For you military folks getting ready to move into this realm, let me tell you - its just weird. You're used to being on the go, having to move from checking...
24. The 100% foolproof fix to all your problems
YOU. Yup, you read that right. It's YOU. What do I mean by that? Let me explain. The ultimate fix to all your problems is to be the greatest version of yourself. So what exactly does the greatest version of you look like? Let's start with the physicalities - are you...
23. Anger
If you haven’t learned by now, I have anger issues. Anger is one of those emotions that I truly believed FUELED me. It is the only emotion that is openly accepted in the Army as long as it doesn’t become abusive. Unfortunately, that line between normal anger and abuse...
22. Listening. Can you hear me now?!
Do you listen to understand, or do you listen to respond? Read that again. Even with intensive therapy and coaches at my side, change is hard. My mindset was different and I was looking at things in a more positive light. It begun to affect every part of my life in...