Wealth and purpose are two parts of the same conversation. One is a question about strategy – intelligent and practical, but directionless without a mission to give it meaning. The other is a mission – inspiring and beautiful, but unsustainable without a real-world financial strategy.
Read more →The “Courage Fund” is simple – a short-term reserve of cash equivalents (like a high-yield savings account or money market fund) whose sole purpose is to decrease short-term reliance on your employer. The idea is to literally buy you time to create career flexibility in your life.
Read more →Suppose you were offered the following two work opportunities. Which would you choose? Job A – An acceptable opportunity that pays slightly more than your current job; you’re guaranteed never to make less than you do today. Job B – A dream opportunity that sings to your soul but comes with no guarantees. While you may make much more than you do today, you could also potentially take a six-figure pay cut.
Read more →Just as with heart failure care, evidence-based investment plans are often derailed by real-world barriers. What can our experience with patients teach us about investing?
Read more →It keeps us up at night. We pay thousands to hundreds of thousands of dollars a year to protect ourselves from it. Our hospitals or practices have entire departments dedicated to managing it.
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