A big thanks to George Grombacher for having me as a guest on his podcast Money Savage. I’ve only done a handful of podcasts, so it was exciting for me to share some of my personal story as well as the many ways BrightPlan is seeking to democratize financial...
There aren’t too many household names in the world of investing – but Warren Buffett is one of them. His annual shareholder letters are famous beyond financial professionals for his clever quips and keen insights that find their way into mainstream media and to the...
Five years ago when my wife and I were expecting our first child, I was quick to get term life insurance policies in place. It wasn’t until last month, however, that I protected my human capital from disability. I’m not alone, either. While most people see life...
Remember in high school when you had to read The Odyssey? Homer’s epic told the story of Odysseus’ journey home to Ithaca, which included a part where Odysseus and friends had to sail past the island of Sirens. The Sirens sang a song no sailor could resist. But if...
I’m really excited about getting a new iPhone. I’m rather attached (addicted?) to my phone, so I rarely think twice about shelling out several hundred dollars to get a new one. I can even say it’s an extremely reasonable purchase to make, because I...
