
Weekly essays 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 | 88 | Subscribers | Read | thefinancialplanner.substack.com |
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In the financial planning world, it’s best practice to have an investment policy statement. For professionals who manage other people’s money, this outlines how they approach investing, the types of assets they invest in, and what triggers ...
I don’t think of myself as being controversial. I’ve been described as ruthless before (in multiple toasts at my own wedding), but this past weekend, I was told I’m more mellow than I used to be. Still, no one has ever called me controversi...
We plan vacations. We make meal plans. Some of us color-code calendars and time-block our weeks.
We all need money to live. And we’ve all heard the advice on how to cut our spending. Skip the lattes. Buy used. Pause your subscriptions. If you’re an astute money nerd, you’ve heard how increasing your income is often the better option. A...
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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
Just a dad with a dream \ud83d\udc68\ud83c\udffe\ud83d\udcbb | Website: moneytalksmatter.com \ud83d\udcb8
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