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Telling Your Kids What They’re Afraid to Ask

Telling Your Kids What They’re Afraid to Ask

We will discuss the succession after I am wearing the crown....You've been thinking about my death quite a bit. ~ Queen Daenerys Targaryen. In a recent episode of Game of Thrones (spoiler alert) when one of my favorite characters, Daenerys, was about to mount her dragon and fly into a danger
Long-term Saving for the Short-term Worker (Part 2)

Long-term Saving for the Short-term Worker (Part 2)

If you work in an industry that produces big fortunes in small doses (producer, writer, entrepreneur, etc.), you may reach a point early in your life where you could start living off your investment portfolio long before the word “retirement” even crosses your mind. So how much can you take out
How to Die Broke(ish)

How to Die Broke(ish)

As someone with no kids, I’ve always loved the idea of giving away and spending down my assets in the final decades of life so that I die with very little. But a financial plan that involves “dying broke” is not very realistic for most of us, because we can’t predict how long we’ll live or how ...
The Goals-Based Investing Illusion

The Goals-Based Investing Illusion

So you like to set long-term goals and then save for them. Well it turns out that goals-based investing may be highly overrated, at least while we’re young, since our lives in the future almost never resemble the future we’re envisioning. Michael Kitces, a guru with a large financial advisor ...
Lessons from Bowie and Rickman

Lessons from Bowie and Rickman

Alan Rickman and David Bowie had a few things in common (in addition to being likable and talented British entertainers). They achieved a state of financial independence well before “retirement” age, worked because they wanted to and died way too soon. For a year, I’ve been writing about ...