Planning is Free ft. Sam Dogen of Financial Samurai – PB196

Sam Dogen, the founder of Financial Samurai, spent ten years working in the finance industry, studied economics at William & Mary, got his MBA from UC Berkeley, saved aggressively, diversified his investments, and retired aged 34. In 2009, the world was falling apart due to the recession, and Sam’s net worth was taking a beating, […]
Estate Planning for Millennials. [Yes, you need a plan.]

It’s time to change the perception of estate planning. It’s not just for the rich, or the Boomers, or the family of five down the street. Estate planning is something the millennial generation, and really all legal adults, need to consider. Like many other millennials, you may be busy focusing on work and paying off […]
Dealing With the Family in Your Finances

If you are experiencing success in your financial life, how do you bring others in your family along with you? It may be a sibling, a parent, or even an adult child who’s supposedly launched. Do you have a responsibility to family members who are struggling? What if their financial peril is “their fault?” However […]