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How to Be a Saver in the Entertainment Industry

How to Be a Saver in the Entertainment Industry

When you’re an entertainment professional, you may reach that exciting moment where your earnings are high and you’re suddenly feeling pretty darn rich. But as my writer-friend Dave says, you’re not rich in Hollywood until you can live off your investments. People in “the biz” (actors, ...
You’ve Saved All This Money – Why Aren’t You Spending it?

You’ve Saved All This Money – Why Aren’t You Spending it?

Jennifer, a recently retired executive, is a chronic under-spender. She’s been saving diligently for decades and now that she’s financially independent, she’s only skimming the surface of her nest egg. Two years later, she told me why. From Saver to Spender For decades, Jennifer invested ...
How to Spend More of Your Nest Egg

How to Spend More of Your Nest Egg

Sarah takes very little money out of her nest egg, so I’m concerned that her financial plan is at risk of failing. Wait, what, you ask? How can a plan be unsuccessful because a person is spending too little? Once a person has achieved financial freedom, it’s common. Here’s how. Sarah ...
Planning to Make Work Optional

Planning to Make Work Optional

I am 45 now, and I love what I do, where I work, and the city I live in.  Yet, I still want to know when I’ll have the freedom to stop working. However, the nest egg target that I keep in my head isn’t synced up to that point in time. It’s my WOFI number, and it arrives much sooner. Here’s what
But My Tenants Are So Nice

But My Tenants Are So Nice

You love your tenants. They always pay their rent on time, rarely complain, and they are super nice. Now for the bad news – that’s probably why you’re undercharging. In the spirit of disclosure, I own no rental properties so I can’t speak from personal experiences, only those of my clients ...
My Credit Cards Are Better Than Yours

My Credit Cards Are Better Than Yours

I’ve finally found my perfect match. I now have 3 credit cards that provide me with an average reward of around 3% cash back because of how I use them. And I no longer have any fear of missing out, or unused cards sitting in a drawer gathering dust. If you buy things, eat, and travel at least a