EP 16: Lifestyle Creep

EP 16: Lifestyle Creep

Lifestyle creep happens when your spending rises with your income and you adjust to a more expensive way of living. Once you get used to a certain lifestyle, cutting back can be very hard to do. Listen now and learn about: How this sneaky financial phenomenon can...
EP 16: Lifestyle Creep

EP 15: 2021 Year-End Tax Planning With Brian King

Democrats on the House Ways and Means Committee released their tax proposals on September 13, with the legislation covering a wide range of tax issues. Brian King, Chief Planning Officer at Plancorp, joins Peter on this episode to sort out the wide range of tax issues...
EP 16: Lifestyle Creep

EP 14: How Markets Work

In 2020, the global stock market had 155.7 million trades per day worth $554.6 billion dollars.  The market prices you see at any given moment reflect the buying and selling by millions of market participants incorporating all known information about a company....
EP 16: Lifestyle Creep

EP 13: ESG Investing

A growing number of investors are interested in Environmental, Social and Governance investing, known as ESG. That term is becoming more common, but ESG still means different things to different people. While some investors are drawn to the socially responsible side...
EP 16: Lifestyle Creep

EP 11: Where to Save for Retirement

One of the trickier decisions of saving for retirement is determining which accounts to prioritize with your savings. Is it most important to max out a 401(k) before an IRA? At what point should you use a taxable account for retirement savings? How does debt play into...
Subscribe To My Email List

Subscribe To My Email List

Sign up for my email list and I’ll teach you everything I know about making smart money decisions.

You have Successfully Subscribed!

Download the Goal Planning Worksheet

Please enter your email and we will send it right over!

Please check your inbox shortly!

Download the Net Worth Worksheet

Please enter your email and we will send it right over!

Please check your inbox shortly!

Download the Cash Flow Worksheet

Please enter your email and we will send it right over!

Please check your inbox shortly!

Download the How to Interview a Financial Advisor Worksheet

Please enter your email and we will send it right over!

Please check your inbox shortly!

Download the Rent vs. Buy Worksheet

Please enter your email and we will send it right over!

Please check your inbox shortly!

Get On The List

Sign up for my email list to get practical insights on how to manage your money and investments in unpredictable times. 

You have Successfully Subscribed!

Make Smart Choices With Your Money

Get bi-weekly tips on how to be a disciplined investor, proactive in your finances, and protect your wealth.

You have successfully subscribed!

GOOD THINGS

... come to those who sign up for my bi-weekly newsletter.

New content, my weekly reading links, and more.

You have Successfully Subscribed!

Want to see how I invest?

Get a detailed look at how a CIO of $7 billion dollars manages his own assets, portfolio structure, and deploys extra cash.

Success, check your email for the download!

Get A Behind The Scenes

Tour of My Finances

Get a detailed look at how a CIO of $6 billion dollars manages his own assets, portfolio structure, and deploys extra cash.

You have Successfully Subscribed!

Cover Image - How I Invest

Download Now:

How I Invest

Get a detailed walkthrough of my finances, portfolio, and assets.

Please check your inbox shortly!