If you have a yoga practice, you probably know the importance of having a strong, rooted foundation so that the rest of your body can “fly,” both joyfully and safely. Turns out, personal finances work the same way.Continue reading
You have limited time and energy to work on finances. Don’t waste it. (Video)
What should women in tech take away from the FIRE movement?
A woman in the audience at Grace Hopper a few weeks ago asked me and my fellow panelists what we thought about FIRE (Financial Independence, Retire Early). A sea of murmurs and nodding heads showed this was a really popular question.
My Takeaways from #GHC18. And Yes They’re All About Money.
I think I’m still processing the scale and energy of the 2018 Grace Hopper Celebration of Women in Computing. This was my second year attending.
The conference is, obviously, about so much more than how to manage your finances. But it’s the part I care about most, so I viewed most of the conference through that lens. And, as I did last year, I walked away with a better understanding of how women feel about money, what their questions are, and what kind of guidance they want, need, and deserve.
When You Make a Financial Choice, What’s Motivating It? Something Truly You or External Factors?
A friend and fellow financial-planning-firm owner forwarded an email to me recently. It was a promotion from Google Ads, promising $300 in free ads if he first spent $300 of his own money. He wanted to know if I thought he should do it.
You Have RSUs in Your Private Company. How Do They Work? How Should You Use Them?
You’re Optimistic about Yourself. But Not about the World Around You. What Should You Do? (Video)
Did You Just Come in to a Whole Lot of Money, and, uh, What Next?
In tech, it is possible that you can turn into a (multi-)millionaire overnight. And that can be a really confusing change if you’re accustomed to being a well-paid worker bee with an assumption of working kind of indefinitely. Continue reading
Do You Want to Radically Change Your Life, and You’re a Bit Scared to Do It?
I think it is not controversial to say that the lives of 20-, 30-, and 40-somethings change all the time. A new job. Moving. Getting married. Having kids. Another new job. Moving in together. Breaking up. Going back to school. Getting married. Another new job.
And sometimes you might want to Change Everything At The Same Time.Continue reading
When’s the Best Time to Hire a Financial Planner? Before You “Need” One.
I must start with an acknowledgment that this blog post is clearly self-serving. It also happens to be something I genuinely believe.
Ideas for Improving Your Career if You Ran the Business of “You” Instead of Being an Employee (Video)
I bet you spend almost all your work time doing the job you’re paid to do. But what if you were running a business (You) selling a product (your labor) to customers (employers)? How would you work on your business?
Changing your financial behavior is hard. Leverage your community!
Changing your behavior is essential to accomplishing anything great in your life, right? Skip your traditional Sunday brunch so you can train more for that triathlon. Study every night instead of hanging with friends so you can get an MBA.
And when you start working on your personal finances, you’re going to be asked to change your behavior, at least in some small way.