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🤓 CPA helping moms:📈 Invest confidently🚸 Raise money-savvy kids 🤑 👉 My FREE Money Challenge helps you accomplish the MOST important financial tasks step-by-step!
Hey Reader, “The easiest way to avoid the temptation to keep up with the Joneses . . . is to not hang out with the Joneses.” My husband and I are nearing our Financial Independence goal, and if I had to credit one major factor, it was this: avoiding lifestyle inflation as much as possible so we could invest the difference. But how did we do that without feeling miserable? ✅ Choosing our neighborhood, schools, and social circles wisely. Admittedly, finding extra money to invest wasn’t always...
Hey Reader, “If I keep chasing more, I will never feel like I have enough." This month’s challenge comes from the book Never Enough: From Barista to Billionaire—the story of a man who built a net worth approaching $1 BILLION, bought the mansions, supercars, and waterfront vacation homes… and became increasingly miserable. What struck me most wasn’t the size of his wealth. It was how NO amount of money protected him from the trap of wanting MORE. In fact, the more he bought, the less time,...
Hey Reader, If things stay on track, my husband and I could be financially independent (FI) as soon as summer 2027(meaning: we could cover our living expenses with our investments alone, making work optional). That still feels wild to write — and I want to be clear about something: This didn’t happen quickly. We’ve been working really hard toward this goal since we took our first investing class back in 2008. It’s been almost 20 years of showing up, learning, resetting mistakes, and doing the...