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The Money Mentor

Helping you master your money with expert CPA insights, tailored resources, and a personal touch.

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Substack
PricingOnly free issuesPublishesWeekly
Issues30Founded2 years agoLast Issuea year ago
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Latest Issues

Back to Basics: Insurance

We’ve all encountered insurance at some point in our lives. It’s all around us. Some of it good, some of it not so good. So how do you tell the difference?

Photo by Etienne Girardet on Unsplash

Insurance isn’t the most exciting part of pe...

a year ago
4
1

Back to Basics: Debt

You either love it or hate it, but the consumer economy is shifting to a “buy now, pay later” world. That got me thinking. Borrowing seems to be evolving. Yes, it’s still the same concept at its core, but it’s being modernized with a fun, f...

a year ago
4

Back to Basics: Emergency Fund

It seems that life feels more volatile and unpredictable than ever.

Photo by Scott Bridges on Unsplash

Life has a way of throwing curveballs when we least expect it — a car that suddenly won’t start, a medical bill that appears out of now...

a year ago
10
7

How to Build a Vacation Budget Without Breaking the Bank

Oftentimes vacation expenses can cover more than one month, and/or eat up an entire month’s budget. So how do you meaningfully plan a vacation while keeping your finances in check?

I’m currently on vacation, and I thought—what better time...

a year ago
7
2

5 Things to Do (and 5 Things Not to Do) During a Market Downturn

Market downturns have a way of messing with our heads. Suddenly, everything feels urgent, even when the smartest move might be to pause and take a breath. It’s easy to get swept up in the noise and make choices we’d never consider in calmer...

a year ago
4
2

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    I’m a CPA who understands that personal finances are as unique as you are. My goal is to equip you with the tools and support to confidently manage your finances. Let’s create a plan that fits your journey!

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