Ep. 1 Renting versus Buying a House The way I think about evaluating isn't always about the math its also about the tradeoffs from both sides. Make sure you identify them for yourself & your family! I do think real estate can be a great investment if you are fully prepared for all of the

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I need to remind myself I'm ENJOYING my money not losing it #financialfreedom #moneymindset #moneymind

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Coast Fire - the point where you have invested enough money that without investing any more... compound growth would get you to a target portfolio balance (FIRE). That balance would provide for your lifestyle by your desired age. Comment FIRE and I'll send you an AI prompt (use with any AI mode

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1. Time and choice are assets, same as money. And money's real job is letting you spend your time and make your choices on your terms, not someone else's 2. Not everything has to be optimized. Sometimes living is the point, and an unfinished to-do list is not a moral failure. 3. Planning a

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There are ways to make your Europe trip more affordable. Since this is a page about money strategy and building financial freedom I want to share a little bit about what that looks like in my life. I am searching for a place I want to live for part of the year. My current destination is Va

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heres to being more intentional with our time and money xo #financialfreedom #millennial

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Low cost index ETFs are an amazing way to build wealth and for the majority of positions in your portfolio they are the winners, but I'm a BIG fan of picking out active funds in specific niches, or with specific fund managers because I truly think think giving someone the flexibility to exit or ent

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Grocery prices in Spain versus the United States...thoughts on this? 🤯 My grocery bill was cut in half and the quality of the products >> Stuff from Consum in Spain compared to Safeway in the U.S. #costofliving #groceryhaul #groceryshopping #movingabroad

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For me COAST FIRE is not a destination but rather a milestone. I calculated my FIRE and COAST FIRE numbers not because I plan on stopping my retirement savings, but because I just wanted to see where I stood...information and preparation are better than winging it when it comes to retirement planni

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Its better to know if things need to be adjusted now rather than you having to work a year longer than you planned...the more prepared you are the sooner you will be able to spend your time how YOU want! 📍 Free account on SSA.GOV you can be any age for this to check out your estimated benefits

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I had honestly never calculated my FIRE number or COAST FIRE number before the other day. I use other tools online to plan for my retirement which I'll share in a later video. #fire #retireearly #investingforbeginners #retirementplanning 🤍

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trying to make financial literacy just a bit more fun 🐿️ xo 401k, #financialliteracy retirement planning education only

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What is a market maker? In the stock market they act as the middleman. They are the person standing between you and pretty much all your stock trades. You can think of them like a facilitator. There would still be a stock market without them it would just be less liquid and slightly more c

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Investing is a lot like picking out where & what to eat for dinner🍜 👉You pick out a restaurant first (Sushi, Chilis...) This is a lot like picking an account type (Roth IRA, Brokerage acct) & yes in a lot of cases people will have multiple account types you can think of that like going to a fo

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here's the part nobody explains to beginners: you don't have to chase random stock picks online. start with what you already use every day and research which of those companies are actually public. knowing when to take profits matters just as much as knowing when to buy. I pulled my original inve

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if you only knew one thing about each of these financial accounts here's what I would want you to know: 1. Roth IRA/401k- pay taxes now, pay no taxes on this acct later 2. Traditional IRA/401k- lower your taxes now, but pay tax on this acct later 3. Brokerage- Few rules, maximum flexibility

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If I were to invest my first $50 again here is exactly what i would do (from a 31 year old financial advisor with a multi 6 fig investment portfolio)👇🏽 📌Open a free brokerage account some good ones are @vanguardgroup @charlesschwab @fidelityinvestments 📌Move funds from your bank account int

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#ad Using your HSA to invest in your health now isn't wrong. Investing your HSA and not touching it until retirement isn't wrong. We are in this era where every corner of the Internet is telling you how to over optimize things especially when it comes to money. The debate about if you shoul

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The financial accounts I would use if I were in these scenarios. Which accounts are you using for your goals? Commenting may help someone figure out their own ❤️ just keep in mind there are many different bank accounts and investment accounts and everyone's financial goals and financial situa

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Episode 1: Stories from a CFP, ® Todays lesson: To win like that, you have to be willing to lose like that & most people aren't. I actually had a lot of FOMO watching him go from a lot of money to an obscene amount of money. I was like well I missed out big. I am very guilty of calculati

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Mallory, CFP® Personal Finance