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Weekly financial planning insights to help you build wealth with total clarity. Break bad money habits & ignore the noise. Make smarter, sharper decisions with your capital. 25 years in the advisor’s seat (former CFP). Join us!

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Substack
PricingFreemiumPublishesWeekly
Issues101Foundeda year agoLast Issue4 days ago
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Latest Issues

Your Best Qualities Are the Trap

The invisible machinery of habit doesn't break down all at once. It clicks into place, one reasonable justification at a time.


Rachel found out her company’s stock was down 14% for the day while she was standing at the front of an a...

4 days ago
40
6

The Phrase That Sounds Like Magic Until Someone Asks How

“Money attracts money.”

Unlike last time, this one didn’t get said to you at five years old, over and over, every time you wanted something at the store. This one shows up later, if it shows up at all.

Some people heard it constantly,...

7 days ago
65
26

You’re Not Staying Flexible. You’re Stalling With Style.

The bill for staying flexible doesn’t arrive all at once; it just keeps collecting in the background until you finally check the total.

Shawn had checked mortgage rates almost every afternoon for fourteen months, ever since the day he deci...

10 days ago
61
12

The First Money Lesson Everyone Gets (And The One Almost Nobody Does)

“Money doesn’t grow on trees.”

Five words, said by nearly every parent on earth, always at the exact moment a child wants something.

Somewhere out there, I like to imagine, is a version of Earth where this isn’t true - where a few luck...

14 days ago
65
38

You're Being Loyal to a Ghost and Ignoring an Invitation

The financial decisions we repeat every day are often answered by ghosts of who we used to be, while the invitations from our potential futures sit unopened on the porch.

There’s a house every financial decision happens inside, and it only...

18 days ago
55
18

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  • Wealth GPS

    Weekly financial planning insights to help you build wealth with total clarity. Break bad money habits & ignore the noise. Make smarter, sharper decisions with your capital. 25 years in the advisor's seat (former CFP). Join us!

  • Phaetrix

    Most investing research stops at the idea. Phaetrix publishes the decision, the risk rules, and what happened next—backed by company memos, decision reviews, and rule-based scans, with every call tracked.

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