Articles

Water bottles, sunk costs, and the final death of Wants vs Needs

Water bottles, sunk costs, and the final death of Wants vs Needs

The wants vs. needs tool is not working.  And if a tool isn’t working, stop using it. Approximate read time: 6 minutes. What’s the difference between a want and a need? Wants vs Needs is probably the second most common financial “tool” I hear my clients...
How to survive a recession

How to survive a recession

In this article we’ll be talking about conventional wisdom around surviving a recession, why that wisdom rarely works, and what you can do instead. Approximate read time: 6 minutes A quick google will tell you the four things you must do if you want to survive a...
Financial Coach vs Financial Advisor: Which Do I Need?

Financial Coach vs Financial Advisor: Which Do I Need?

In our current, complex financial landscape, different kinds of financial professionals are needed. Navigating the financial landscape of your life can be tricky!  Are you wondering whether you need a financial coach vs a financial advisor? This article will delve...