The Financial Planner
Taylor Nelsen, AFC®, Sherry Finkel Murphy, CFP®, Emily Batdorf & Cassidy Horton, Andi Wrenn, KatieWeekly dispatches to help you think like a financial planner (because you have a financial planner, even if your financial planner is you)
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 109 | Subscribers | Read | thefinancialplanner.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The cost of financial advice
Most things in personal finance are figuroutable. Read enough books, listen to enough podcasts, and you’ll get at least 80% of the way there.
How to file your taxes for free
Our tax system, like many of our modern American systems, works well for a minority of the population and really well for a handful of corporations. For most, the US tax code is complicated and confusing.
Q: Should I refinance my mortgage?
A quick note about upcoming office hours: I’m going to do something a little different for February, and set a theme for Office Hours - taxes. This time of year, between my paid and unpaid roles with the VITA/TCE program, I am thinking abou...
I just need more money.
A couple of months ago, I was asked to create a resource for ways to quickly alleviate cash flow issues for those already strapped for cash. The company I was consulting with wanted an easy list to hand over to their financial coaches to re...
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Authors
The writers behind this newsletter.
Optimizing for happiness, not (just) returns. \ud83d\udcc8 Financial decision partner & planner. ✍\ud83c\udffc Writing \ud835\ude1b\ud835\ude29\ud835\ude26 \ud835\ude0d\ud835\ude2a\ud835\ude2f\ud835\ude22\ud835\ude2f\ud835\ude24\ud835\ude2a\ud835\ude22\ud835\ude2d \ud835\ude17\ud835\ude2d\ud835\ude2... more
Sherry/Madrina Molly provides fractional CFP® planning, education, and modeling assistance, plus help setting up self-directed IRA accounts. I refer out to practitioners. My Substack is free. Membership at www.madrinamolly.com/services
A podcast and community for Millennial and Gen Z women who want to get good with money\ud83d\udcb8
Andi Wrenn, AFC® has a passion for helping people achieve personal, financial, and professional goals. She is a past president of the AFCPE® Board of Directors, and a retired leader in military financial education.
I help people get their financial lives organized so they can find peace and do what they want in this life.
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