Blog
Welcome to Metrix that Matter, a weekly newsletter from WealthMetrix that helps you focus on what matters most for building and sustaining wealth. Every Saturday, we share an educational essay with actionable takeaways to guide you on your journey to financial independence.
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The meetings I look forward to the most
This is the time of year when I get to sit down with each of my clients, one by one, and have the kinds of conversations that make this work meaningful. Together, we look at their complete financial picture and decide what to focus on next.
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Could your finances be simpler?
Sometimes, to improve your finances, you may just need to simplify things. But before you can simplify, you need to understand what’s required to manage each account well. This is where most people underestimate the work involved.
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Why are you building wealth?
Until you can answer this question, everything else is just guesswork. This is the foundation your finances should be built on.
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What to do when you inherit your parent’s retirement accounts
Inheriting money from a parent is never easy. You’re grieving the loss of someone you love, while navigating a maze of decisions that demand your attention. But an inheritance is also an opportunity to completely change your financial life.
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Is $1 million enough to retire?
We all want a simple, clear target to shoot for. A specific number that tells us we’ve made it and can finally relax. But here’s the problem: it’s not the first question you should be asking.
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If you make over $200K per year, don’t get too comfortable
If your household earns over $200,000 of income per year, you are making more than 85% of the U.S. population. That level of income provides a comfortable lifestyle, but it can quickly lead you down a dangerous path if you're not careful.
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You sold your house. What do you do with the proceeds?
After selling your house, how do you confidently make decisions on what to do next with the money?
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Invest in yourself as much as you invest in your children
Parents, don't wave the white surrender flag on your future. Your finances may not be where you want at the moment, but it’s not too late. You can start taking steps towards your financial goals, while also setting your kids up for success.
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Estate planning starts with uncomfortable conversations & ends with relief
Estate planning is the most valuable thing you can do for your family. By doing so, you will feel a huge sense of relief that your family won’t have to navigate a legal and financial maze during a very emotional time of their lives.
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Insure yourself until you can self-insure
The purpose of investing is to achieve financial independence. At that point, you also become “self-insured,” having accumulated enough wealth to handle whatever life throws at you without requiring insurance to protect your wealth.
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Stop looking for the “best” investments. Start looking for the “right” ones.
The best investment advice is disciplined, personal, and based on your specific situation, not on what's trending this week.
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Financial independence is the by-product of good financial habits
When you have good financial habits, you don't have to obsess over reaching some specific net worth number because you're doing the daily work that creates it.
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Your business should serve your life, not the other way around
Your business is a tool to serve your life, not the other way around. It should help you accomplish your goals, not consume your life. What do you want your business to become?
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You don’t just “get into” real estate investing. You need a plan.
The most successful real estate investors build portfolios with specific objectives in mind. They understand how their real estate fits with their other assets and have clear plans for how it will serve their long-term financial goals.
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Are you using all three types of qualified accounts?
Retirement is likely the largest financial goal you will ever have in your life. When the stakes are this high, you can't afford to be anything but intentional about your approach.
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Liquidity is what builds true financial flexibility
Having good cash reserves and liquid investments is one of the most valuable things you can do to improve your financial situation. Yet, these assets are often not prioritized enough.
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What’s the best way to build wealth?
Welcome to the seventh issue of Metrix that Matter, a weekly newsletter from WEALTHMETRIX that helps you focus on what matters most for building and sustaining wealth. Every Saturday, we share an educational essay with actionable...
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Your lifetime tax bill is more important than this year’s tax bill
Good tax preparation and good tax planning are both important, but it is critical to understand the difference between the two if you want to make a difference on your tax bill.
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The smart way to think about debt
Welcome to the fifth issue of Metrix that Matter, a weekly newsletter from WEALTHMETRIX that helps you focus on what matters most for building and sustaining wealth. Every Saturday, we share an educational essay with actionable...
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Your spending answers the most important questions about your finances
Your spending isn't just about budgeting or keeping track of where your money goes. It's the fundamental building block that determines virtually every other aspect of your financial plan.
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Savings Rate: The metric that fuels your journey to financial independence
Welcome to the third issue of Metrix that Matter, a weekly newsletter from WealthMetrix. In this issue, we introduce you to Savings Rate, the metric that fuels your journey to financial independence.
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Skip the budget: Track your cash flow with just four numbers
Welcome to the second issue of Metrix that Matter, a weekly newsletter from WealthMetrix that helps you focus on what matters most for building and sustaining wealth. Every Saturday, we share an educational essay with actionable...
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What are the metrics that matter for building and sustaining wealth?
Welcome to the first issue of Metrix that Matter. In this issue, we introduce you to the metrics that matter for building and sustaining wealth. We also invite you to use Elements, a tool for organizing and understanding your finances.
Read MoreWhy Early Financial Planning Matters: It's Not Just About Your Assets
As a financial planner who works with young families, I often hear the same concern: "We don't have enough assets to need a financial planner." It's a common misconception that financial planning is only for the wealthy...
Read More5 Ways a Financial Planner Saves You Time (and Sanity)
As a parent of young children, time is your most precious commodity. Between diaper changes, school runs, and trying to maintain some semblance of a social life, it might seem impossible to add one more thing to your plate. But what if...
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What should I do with an old 401(k) plan?
If you changed jobs or retired, you generally have four options for your retirement plan with your former employer: Rollover to an IRA, Transfer to new employer plan, Leave it where it is, or Cash out. Each option comes with pros and cons.
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