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Use Your Wealth

Elizabeth George, CFP®
Tens of paid subscribers

Former Wall Street banker exploring how to use money well and how wealth impacts your psychology, work, relationships, and identity.

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Substack
PricingOnly free issuesPublishesWeekly
Issues34Foundeda year agoLast Issue10 days ago
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Latest Issues

Three Types of Decamillionaires I Worked With As a Private Banker

Don’t shoot the messenger, but being a millionaire is becoming passé. Seven figures just doesn’t cut it any more if you want to be above-average.1

A million bucks meant mansions with butlers when I was a kid (and I’m only 42), but now it w...

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Stop Obsessing About Your Safe Withdrawal Rate

Confession time: I’m retired, I’m a Certified Financial Planner®, and I don’t even track my withdrawal rate.

And no, it’s not because I’m living off dividends alone, income from a second career, or a spouse’s wages. I’m actively drawing do...

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Silo, Tales of Injustice, and Touching Grass

For as long as I can remember, my most visceral fear has been wrongful imprisonment.

Classic stories like Cinderella and A Little Princess imprinted the injustice of indentured servitude on me as a child, and like many elder Millennials I...

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Why You Should Want a Private Banker (And How It Won’t Cost You Anything) Part II

News flash - you can get premium financial advice for free. And I’m not just talking about this fine publication. I mean real, honest-to-goodness, professional financial services.

Wealth managers get a bad rap online, but in the real worl...

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Why You Should Want a Private Banker (And How It Won’t Cost You Anything) Part I

If you’re a high earner, regular borrower, or millionaire without a private banker, you may be leaving free money and fun perks on the table.

After writing about what I learned about wealthy people during my private banking career, I got...

a month ago
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43

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  • Elizabeth George, CFP®

    Retired Wall Street banker / recovering achiever. Exploring how to use money well and helping people design financial lives that feel secure, empowered, and alive.

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