13 Oct Better decisions start with a better view
Last week I talked about budgeting and mindful spending—and how opportunity cost plays into that. Here’s the next layer:A lot of people think they just need to “get better at budgeting.”But...
money mindfulness Tag
01 Oct Struggle to stick to a budget?
Having just come off a trip to England—part business, part pleasure—I’ve been thinking about spending. True confession: I’m a financial advisor who’s great with spreadsheets, and I’ve tracked my money down...
25 Sep The spending hamster wheel
More income doesn’t always mean more freedom. Some people earn six figures and still feel broke. Others earn half that and retire early. What gives? It’s not magic. It’s habits, choices, and values. If every raise...
25 Aug Small Details Shape the Big Picture
Small Details Shape the Big Picture It’s easy to put pressure on yourself to get every money decision right. But not every choice has the same impact. Some decisions are small, like...
12 Aug Roth vs. Traditional IRA?
Roth vs. Traditional IRA: Which One Fits Your Life Better? Your retirement plan should fit your life, not the other way around. Life transitions often spark a fresh look at your finances....
17 Jul Your Money Mindset: 4 Simple Shifts
Your relationship with money is more than the numbers—it’s shaped by what you believe, how you feel, and the story you tell yourself about money. Think about it: Do you see...
08 Jul When Money is a Cover
Many financial decisions don’t actually come down to numbers. They come down to clarity. But because money feels like a tangible reason, we often point to it when something doesn’t feel right. “I...
30 Jun A conversation can shift everything
What if one small conversation could open a big door? I wasn’t supposed to be there. At least, that’s what I told myself. I had work. Commitments. “Good reasons” not to go. Then...
24 Jun Two Questions
I enjoyed listening to Carl Richard’s conversation with Oliver Burkeman on 50 Fires: Money and Meaning with Carl Richards. Two thought-provoking questions stayed with me: Are you using money to make life...
16 Jun Lazy Cash?
Too often, I meet women who are sitting on cash for years. Not because they’re careless. But because they’re cautious. They’re worried about their financial future. Worried about retirement. Worried about making the wrong move. And...