Individual Investing 101 Interview

Image by Lorenzo Cafaro from Pixabay

Recently, my friend Chris interviewed me about my upcoming webinar series on individual investing. You can find that link here. The answers to the interview can also be found below. 1. Why do you say there has never been a better time to be an individual investor (and define ‘individual investor’)? For off, an individual investor is someone who opens their own […]

Investing Webinar Announcement and The “Why” of Investing

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In some exciting news, I’m putting on a webinar this winter through the City of Plymouth. In February I will cover 4 sessions titled “Individual Investing 101.” The cost is only $20 for each course which I think is a great deal for 4 hours worth of information. You can find and register for those at this link. All 4 […]

Change Your Immediate Context to Open New Pathways to Success

Sometimes you read something and realize that finally there is someone else in the world who can verbalize what you’ve been feeling.  I’ve often had the flickering thought about being a coach of some sort. The most legit option for me is being a financial coach. I looked into that briefly. Talked to a few Dave Ramsey reps about their […]

Investing with The Motley Fool: A Foolish Review of a Foolish Company

I’ve talked a ton about investing on my blog recently because a huge part of following your authentic self is having the financial flexibility and freedom to focus on the things that matter most to you. I shared some of the key reasons I “fired” my financial advisor and decided to go at it alone. I even laid out a […]

Investing in Individual Public Companies is Making Me a Happier, More Optimistic Person. Here’s Why…

Image by Josh Borup from Pixabay

Until very recently, I’d never invested in individual stocks of public companies. I didn’t really understand what that even meant. My first exposure to the concept was when I accidentally watched an interview of David Gardner, the co-founder of the Motley Fool, a stock-picking service of which I am a member (a review is coming eventually, in short, join!). What […]

Don’t Follow Your Passion…Yet: Buying Time and Freedom First

Image by Monoar Rahman Rony from Pixabay

After everything I’ve written about being true to yourself and going for your goals, you might wonder why I’m now telling you to think about waiting. This concept comes from Kristy Shen. She gives some intriguing reasons to wait to follow your passion and focus on finances first. One of her main arguments is that money buys you time and financial […]

The 15-Minute Guide to Investing in the Stock Market…Yes, It Really Can Be This Simple!

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First things first: Optimized budget? Out of debt? Substantial emergency fund established? Great! Why those three things first? The stock market is volatile meaning that you don’t want money in the stock market that you need to use tomorrow, next month, or even next year. Preferably, you won’t need that money for at least 3-5 years. Money invested in the […]

Retire Early?!? What You Need to Know About the Financial Independence Movement!

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Retire early?!? For many, I’m sure that seems like a crazy idea. That’s only for rich people or people who own their own self-sustaining business, right? I used to feel this way until I was introduced to the FIRE (Financial Independence, Retire Early) movement. There is a very large community of people who are seeking financial independence and many who […]

Fantasy Football Made Me A Better Investor. Here’s How…

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When I played fantasy football, I was the equivalent of a day trader in the stock market. Week after week, I’d add and drop players looking for the next great pickup. I’d deliberate over who to start or bench all week right up to gametime. I had the patience of an infant at meal time (not that I’d really even […]