Hey Reader,

​

There’s a financial mystery I’ve spent years trying to solve. Maybe you have too.

🔎 What’s the best investment? Stocks? Real estate? Index funds?

Turns out, the greatest investment isn’t in the market at all.

It’s in memories and relationships. 🥰 They compound, too! The sooner you have an experience and/or build a relationship, the more years you get to spend enjoying it. ❤️🥹

​

But here’s where the mystery deepens…

🔎 Investing as much as possible sounds like a great idea, but what if you invest too much?

What if, in pursuit of financial security, you miss out on the years when your kids actually want to spend time with you?

What if you wait too long to take the trips, have the adventures, and make the memories?

​

Years ago, my husband and I made the BEST change to our budget:
✅ We calculated exactly how much we needed to invest each year to stay on track for early retirement.
✅ We gave ourselves permission to spend the rest—intentionally—on unforgettable experiences.

And we’ve never looked back.

Here’s a glimpse of what we’ve “spent” our money on:
✨ A solo Disneyland trip with my oldest for his 12th birthday (NYC with my middle child this year!)
✨ A 6-day hike through Iceland’s most stunning landscapes
✨ Girls’ trips with my friends to Greece, England, Kauai, Belize, and Costa Rica
✨ A couples’ hiking getaway in Sedona
✨ Family vacations to Hawaii, Disneyland, and Cancun

We’re spending more than ever—but without sacrificing our long-term financial security. 😅

​

Now, for the final mystery…

🔎 How do you build your long-term financial plan so you know exactly how much to invest—and how much you can enjoy guilt-free?

That's what I'm teaching at my LAST free investing class of the year THIS Thursday, March 20th, at 5pm PT | 8pm ET [Register here].

​

Join me to learn how to build your plan, so you can invest wisely—and still live fully! 🌅

Because memories and relationships compound, too. ❤️

​

See you Thursday!