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Rethink money. Trade habit for clarity. Weekly insights from 25 years in the advisor’s seat that show you how to think and decide better.

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Substack
PricingFreemiumPublishesTwice weekly
Issues77Founded10 months agoLast Issue4 days ago
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Latest Issues

Decision Autopsy: The Reversibility Tax

This is a Decision Autopsy: an examination of a real financial decision to understand how judgment actually forms, and where it breaks down. It’s about understanding process and recognizing patterns.

Because better decisions start with be...

4 days ago
40
16

Human Capital: The Forgotten Asset Class

A Collaboration by , CFP and , CFA


You can listen 🎧 to this article in the Substack app. Play button▶️ is at the top.

You have a duration, a yield, and a default risk. The only question is whether you've priced that correctly.

Mo...

18 days ago
71
16

When Every Framework You Built Is Just a Way to Avoid Being Wrong

Every sophisticated financial framework you’ve ever built might just be an expensive way to avoid being clearly wrong.

Time, measured eleven ways—each writer marking different moments in your financial education

You can read all previous...

20 days ago
55
11

The 64-Square MBA: What Chess Teaches About Money, Risk, and Raising Children Who Think

A and Collaboration


You can listen 🎧 to this article in the Substack app. Play button▶️ is at the top.

The king laughed at the modesty of the request. He shouldn't have.

Part 1 - by

There is a game your grandparents probably...

25 days ago
58
24

Pick Your Regret. Every financial decision comes with one.

This post is part of the Uncomfortable Question series. Each piece centers on a single, precise question designed to interrupt autopilot thinking around money and decisions. The goal is not to provide answers, reassurance, or advice, but to...

a month ago
60
7

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  • Wealth GPS

    Rethink money. Trade habit for clarity. Weekly insights from 25 years in the advisor’s seat that show you how to think and decide better.

  • Daily Investing Note

    Research-driven notes connecting macro regimes to stock winners & losers. Focused on keeping investing simple and consistent. Researching European capital, EV batteries, and global economics.

  • Daniella | YourHealthFolio

    CFA charterholder with 25+ years in investment analysis. I apply portfolio management principles to personal health decisions. For financially sophisticated people who manage wealth systematically and health reactively.

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