Category Archives: Financial Planning

Money Marathon Risk #2: Letting Financial Worry Hold You Back from Running Your Best Race and Living Your Best Life

We are in a series exploring seven potential risks of running a money marathon alone without any support. We will also discuss some strategies that could help mitigate those risks so that you can feel more confident and secure in your future and free to enjoy the wealth you have created. To watch the video […]

Money Marathon Risk #1: Your Plan Could Crash

Welcome back to our Money Marathon series, where we’re having some fun using running analogies and stories to explore how you could potentially get more mileage out of your hard-earned money. Today, I’m sharing the first of seven risks of running your wealth marathon alone without any support. Each video will walk you through one […]

5 Tax Changes Could Help Boost Your Wealth In 2024

The Federal Reserve made significant progress in bringing down inflation while maintaining growth in the U.S. economy in 2023. However, while inflation has trended lower recently, interest rates have been historically high and inflation remains well above the Fed’s 2% long-term target. In light of the current financial environment, the IRS has made some changes […]

Why It’s Critical to Go Into Retirement with a Tax Strategy

In today’s Money Marathon Post, we are going to be exploring the optimal retirement fueling strategy for retirement, and to do that, we will use a marathon analogy and talk about what’s the optimal hydration or fueling strategy for marathon runners. If this is your first time visiting our money marathon series, we are currently […]

Four Things That Could Cause a Financial Crash in Retirement

If this is your first time visiting our money marathon series, we are currently using running analogies to show you how you could get more potential mileage out of your hard-earned money. Here’s what we’ve covered so far: Strategy #1: Know your why. Strategy #2: Why you need a contingency plan. Strategy #3: What to do when your […]

What Happens When You Run a Marathon with No Training, and How That Relates to Your Financial Life

As usual for this series, we are discussing some running stories and analogies that can help you explore how to get more mileage out of your money. Here’s what we’ve covered so far: Strategy #1: Know your why. Strategy #2: Why you need a contingency plan. Strategy #3: What to do when your plan hits the fan. Strategy […]

Why I Think This Painful Wealth Management Exercise is Also One of the Most Beneficial You Can Do

In our Money Marathon series, I’m using some running stories and analogies to teach investors how to get more potential mileage out of their money. We’ve covered six strategies so far: Strategy #1: Know your why. Strategy #2: Why you need a contingency plan. Strategy #3: What to do when your plan hits the fan. Strategy #4: Should you […]

Three Questions That Could Help You Get More Mileage Out of Your Marathon Training & Your Money

We are in a blog series discussing how strategies for running marathons could help you maximize your wealth in a meaningful way. If you’re just joining us in this series, So far, we have covered: Strategy #1: Know your why. Strategy #2: Why you need a contingency plan. Strategy #3: What to do when your […]