President at Bone Fide Wealth • Financial Planner • CNBC Advisor Council • Dad • Posts ≠ Financial Advice • Read Money Together: domoneytogether.com
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I run a nationally recognized wealth management firm for high-achieving millennials, next generation investors, entrepreneurs, and their families.
I also write about relationships and money so you and your partner can become an unstoppable financial team.
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I don’t like this phase of life where I Google an athlete and they’re 20 years younger than me.
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Your friends with kids who are working 50+ hours a week aren’t avoiding you, they’re just tired.
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What most people don’t understand about passive income is the amount of active hard work that goes into creating it in the first place.
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I don’t know who needs to hear this, but living your life to its fullest does not involve prediction markets.
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Getting paid in company stock can be great, but it can also become too much of a good thing.
This week I wrote about how to deal with concentration risk in your portfolio.
New on The Joint Account. readthejointaccount.com/p/to…
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Me: So the market gets a little volatile when the 10-year Treasury goes above 5% and oil is more than $100.
My kids: Can mom take us to school from now on?
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Someone asked me if I was ready for the fall and it took me a moment to realize they meant autumn and not the total collapse of the global economy.
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To be a millionaire in 30 years, you need to invest $8,100/year.
To be a millionaire in 20 years, you need to invest $20,400/year.
To be a millionaire in 10 years, you need to invest $66,000/year.
To be a millionaire today, you need to inherit $1,000,000.
*8% annual return
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A $400k mortgage at 2.75% is $1.6k/mo.
A $240k mortgage at 7.25% is $1.6k/mo.
A free cardboard box is $0/mo.
Do not let the banks win!
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Ladies, if he:
- Is hot
- Always is thirsty
- Loves to consume literature
- Understands multiple languages
- Knows exactly what you’re thinking
He’s not your man, he’s a data center.
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I went on CNBC this morning to share my pumpkin spice latte recipe and why I’m exhausted from watching the 10-year and oil prices bounce around.
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“But I told you six times!”
Yup, that’s my wife yelling at me because I didn’t remember to do the thing I didn’t mean to forget.
The solution? Figuring out how the other person operates.
New on The Joint Account. readthejointaccount.com/p/bu…
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When you hit your 40s, it’s important to keep your mind sharp. To help, I begin each day by playing a series of brain games like asking myself, “Where did I put my keys?” and “Why did I walk in here?”
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I’ve made some bad investments in my life, but hands down my best investment was marrying @averagejoelle. I’m up 100,000%.
Happy 13th Anniversary!
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After more than 21 years in wealth management, I can tell you the hardest thing about money is learning how to do the very boring stuff really, really well.
Managing cash, growing income, regularly investing, and staying disciplined over long periods of time is how you win.
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