Use Your Wealth
Elizabeth George, CFP®Former Wall Street banker exploring how to use money well and how wealth impacts the changing nature of work, relationships, identity and community.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 28 | Founded | a year ago | Last Issue | 9 days ago |
| Active | |||||
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melizabethgeorge.substack.comLatest Issues
5 Hard Truths Your Financial Advisor May Avoid
“You can’t tell them that,” the Investment Manager said flatly. My analyst had just delivered an updated Wealth Plan for a new-to-me client I’d been assigned, and the numbers were alarming.
This retired, 60-something couple was spending w...
How Wealthy Families Use Intrafamily Loans
“Thanksgiving dinner tastes different” when you’re dining with your lender, or so Dave Ramsey warns millions of listeners ad nauseam. “The borrower is slave to the lender” is another prized admonishment, plucked straight from the Holy Bible...
7 Surprises After 2 Years in Retirement
It’s been two years since I received my last paycheck and hung up my hat (er, Pradas?) after nearly two decades as a Private Banker.
It’s been wonderful so far, but some things haven’t gone as expected. I considered making this a series b...
Real Estate Won't Make You Feel Rich
I live in a townhome with a flat roof, and it leaked after every storm for seven years. The insurance company deemed it normal wear and tear and denied the claim, and the threat of a lawsuit against the former owners for non-disclosure went...
What I Gained When I Lost Half
Autonomy
Early in our relationship, before we were engaged, I excitedly showed off my proceeds from a Nordstrom shopping spree. My habit was infrequent but indulgent: after getting a bonus or tax refund I’d spend a few grand at the mall, u...
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| Subscribers | Engagement | 84 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Retired Wall Street banker / recovering achiever. Exploring how to use money well, navigate transitions, and help people design financial lives that feel secure, empowered, and alive.
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