Tax Rules That Help You Invest? – Pay Off Debt Or Invest Early Series

(This is a post series on a complicated topic. I will be the first to say debt is an incredibly emotional concept and there is no “right answer” for anyone. Similar to my discussions around asset allocation to bonds/equities, each individual has to take stock of their own behavior when it comes to both debt and stock market volatility. Despite the above, I believe there is typically a theoretical optimal approach if an unemotional robot were to apply financial models

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What About Low Investment Returns and High Interest Rates? – Pay off Debt or Invest Early Series

(This is a post series on a complicated topic. I will be the first to say debt is an incredibly emotional concept and there is no “right answer” for anyone. Similar to my discussions around asset allocation to bonds/equities, each individual has to reflect on their own behavior when it comes to both debt and stock market volatility. These posts are not blanket advice on debt management to everyone. Despite the above, I believe there is typically a theoretical optimal

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Comprehensive Finance Book List

Sorry for the long hiatus! Summer is a hard time of year to motivate myself to write as there is always something to do. I’ve had a great time with family and have enjoyed my summer reading as always. My writing sabbatical made me think a book list might be helpful for those wanting to increase their financial knowledge. There are tons of finance books out there and this list is by no means exhaustive. I have personally read everything

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Basic Asset Allocation and Risk Tolerance (cont’d) – My Road To Financial Independence Series

This  post  completes the discussion of risk tolerance and is the 3rd post in a multi-post series walking through all the key financial decisions that led to financial independence in our 30’s. Make sure you read them in order as each post builds on the last.  Don’t Fight Your Emotional Self – Find Coping Mechanisms Based upon my tolerance for volatility in poker and my strong belief in Stocks for the Long Run, I was ready to start our investment portfolio

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First Post!

I’m excited to begin the slow and steady process of breaking down the opaque walls of the financial industry and making this world directly accessible to you. Through these posts, you will develop the financial acumen to feel confident and move forward with building a foundation to financial freedom far earlier then could ever be imagined. You may be wondering why you should bother listening to advice from another non-financial professional – talk about the blind leading the blind! I

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