Case Study: One Person’s Financial Journey

Visit the full post to hear the Podcast! Let's together run through a scenario to see how we can take someone through the Financial Stages.  We'll call her Jane.  Let's assume I met with Jane because she was feeling like she just can't get ahead with Denver's high cost of living.  She is 30 years …

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What to do when the stock market tanks

Predictably unpredictable, nobody knows what the stock market is going to do everyday of every week all year long.  Nobody. The one thing we can count on is that the market will go up and the market will go down.  It’s a lot of fun to see “green on the screen” when you check your …

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You are Financially Independent… Now what?

Very few people talk about this phase of your financial life. There is plenty written on how to pay off debt, making sure you max out retirement accounts, covering kids college and saving up reserves. Therefore, let's talk about it! You have achieved Financial Independence, now what? This is the really fun stage of your …

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