Category Archives: Financial Planning

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 […]

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 […]

You probably know what a marathon is. It’s a 26.2-mile foot race, and there are 26.2 checkpoints that runners cross before hitting that grueling finish line. A money marathon is very similar to a marathon; it’s a long event. In fact, it goes over the course of your entire life. And the goal of your […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 plan hits […]