Subscribe
Sign in
Home
Notes
Podcast
Archive
About
Latest
Top
Discussions
The 5 "Common Sense" Money Rules That Could Be Costing You $500K+
Why Context Matters More Than Conventional Wisdom
Feb 17
•
Fran Walsh
6
2
3
3 Legal Ways to Reposition Your Child's UTMA Before Age 21
How to restructure custodial accounts when you're worried about readiness—without breaching fiduciary duty.
Feb 10
•
Ryan Greiser, CFP®
6
1
1
The Simple 10-Year Test That Prevents Expensive Regrets
How to Make Big Money Decisions You'll Be Happy With in 10 Years
Feb 3
•
Fran Walsh
10
1
2
January 2026
What Viral HSA Posts Don't Tell You
The 4 trade-offs that can cost families six figures over 30 years.
Jan 27
•
Ryan Greiser, CFP®
10
13
4
The Newsletter That Made Me Stop Everything (And Why You Should Read It Too)
I just read something that made me close my laptop, grab a notebook, and spend an entire day questioning everything about my life.
Jan 20
•
Fran Walsh
7
4
5 Calculated Risks My Wealthiest Clients Took To Make Work Optional By 50
How they compressed 40 years of wealth-building—without gambling.
Jan 13
•
Ryan Greiser, CFP®
6
6
What People Actually Earn (And Why It Shouldn't Matter)
Let's Leave the Comparison Game in 2025.
Jan 6
•
Fran Walsh
6
2
4
December 2025
Your Mortgage Refinance Might Not Make You Debt-Free Faster
A lower payment could push your payoff date back years—here's how to avoid it
Dec 30, 2025
•
Ryan Greiser, CFP®
5
1
1
What Money Is Actually For (A Holiday Reminder)
After years of building financial plans for high-income families, one thing has become crystal clear:
Dec 23, 2025
•
Fran Walsh
6
2
3
Why Smart People With Perfect Financial Plans Still Feel Broke
The emotional gap financial planning ignores completely
Dec 16, 2025
•
Ryan Greiser, CFP®
5
1
3
The Championship Playbook for Building $1M
Ignore the Internet, Follow the System
Dec 9, 2025
•
Fran Walsh
8
5
Why Wealthy People Concentrate Before They Diversify
The sequence that creates wealth then protects it
Dec 2, 2025
•
Ryan Greiser, CFP®
5
2
3
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
