
Where money, behavior, and freedom converge. Monthly insights from a retired CPA who walked the walk—and now lights the way.
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 49 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||

There’s a particular kind of financial mistake that rarely feels like a mistake while it’s happening. It feels responsible, thoughtful, and even disciplined.
You tell yourself you’re waiting for more clarity before investing the cash. You’...
The narrative has decided that AI will devastate software companies, their workforces, and by extension, your portfolio. CBS News, CNBC, and Harvard Business Review have all written the obit...
Early in my career, a senior partner told me something I never forgot: “Cosmo, in this business, you’ll continually see the same mistakes made by different people. Your job is to recognize them faster each time.”
I thought about him this w...
There’s a growing myth that AI is some kind of digital executive or financial adviser. A calm, all-knowing chief of staff who can think through ambiguity, weigh tradeoffs and make wise decisions. It’s not. At least not yet.
AI is currently...
Two investors make decisions on the same day. One buys a speculative stock because a podcast guest sounded convincing. Six months later, it’s up 80%. He calls it one of the smartest moves he’s ever made.
The other calm...
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The writers behind this newsletter.
Financial Strategist & Author | Helping you cut through the noise and build real wealth | Author of "Wealth Your Way: A Simple Path to Financial Freedom"
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