Where’s Waldo? My Recent Appearances

Occasionally, others ask me to share some insight with their audiences on a variety of personal finance topics. I’m always grateful to them for sharing the opportunity. Here are a few of my recent appearances for (what I hope is) your reading pleasure: Clark Howard | Hyperbolic Discounting: The Psychology Behind Getting Clark Smart How […]

Can You Handle a Windfall?

“Die and endow a college or a cat.” –Alexander Pope I have clients who have received a substantial windfall and they bring me on to help them navigate the blessing that a windfall means and avoid turning it into a curse. When we read stories of the people who win the lottery only to wind […]

Personal Finance is Not About What You Can’t Have

“Denial isn’t just a river in Egypt.” –Stuart Smalley There was once a time when I pretty much turned a blind eye to what was happening with my personal finances. Well, I didn’t turn a blind eye. I at least paid the minimum payment on my credit card and invested money in my IRAs, but […]

Beware the Storytellers

“The most dangerous people are those who have been taught some financial literacy.” –Tyler Cowen “You can’t learn how to become a doctor by watching Grey’s Anatomy.” –Charles Barkley Whenever I meet new people, I invariably tell stories. Whether it’s stories about messing with 419 scammers or funny things that happened when I was deployed […]

Help! I’m Being Repressed!

10 points if you can name the movie where the title comes from! If you’ve ever been on a diet, you probably have suffered through the hunger pangs associated with the caloric reduction your stomach is experiencing. “FEED ME!” your stomach (and Monkey Brain) yell at you. By the way, Monkey Brain is what I […]

Make Monkey Brain Proud

“Don’t accept your dog’s admiration as conclusive evidence that you are wonderful.” –Ann Landers “I do not care so much what I am to others as I care what I am to myself.” –Michel de Montaigne If you watched Bugs Bunny when you were a kid like I did, you probably remember the cartoons where […]