Money Mindfulness

The beginning of our journey into changing our relationship with money. -- The ideas in these episodes are not mine alone and are based on my learning of time-tested principles. I am grateful for the work that has been done by people like Naval Ravikant, Eckhart Tolle, James Clear, Morgan Housel, Nick Maggiulli, Brian Portnoy, Derek Sivers, Carl Richards, Cameron Passmore, Benjamin Felix, Michael Kitces, and many others. -- This content is for informational purposes only and should not be construed as advice or recommendation. Past performance does not guarantee future results. Please consult a licensed financial professional before making any investment decisions.

How our experiences in youth help shape our financial decisions. -- The ideas in these episodes are not mine alone and are based on my learning of time-tested principles. I am grateful for the work that has been done by people like Naval Ravikant, Eckhart Tolle, James Clear, Morgan Housel, Nick Maggiulli, Brian Portnoy, Derek Sivers, Carl Richards, Cameron Passmore, Benjamin Felix, Michael Kitces, and many others. ‍Morgan Housel – The Psychology of Money. U. Malmendier, S. Nagel, “Depression Babies: Do Macroeconomic Experiences Affect Risk-Taking” (August 2007). -- This content is for informational purposes only and should not be construed as advice or recommendation. Past performance does not guarantee future results. Please consult a licensed financial professional before making any investment decisions.

Exploring how time is the most underappreciated ingredient in a well-constructed investment portfolio. -- The ideas in these episodes are not mine alone and are based on my learning of time-tested principles. I am grateful for the work that has been done by people like Naval Ravikant, Eckhart Tolle, James Clear, Morgan Housel, Nick Maggiulli, Brian Portnoy, Derek Sivers, Carl Richards, Cameron Passmore, Benjamin Felix, Michael Kitces, and many others. The Almanack of Naval Ravikant – Eric Jorgenson Why Market Timing Can be So Appealing – Nick Maggiulli -- This content is for informational purposes only and should not be construed as advice or recommendation. Past performance does not guarantee future results. Please consult a licensed financial professional before making any investment decisions.

Reviewing the foundational principles to build your portfolio for today, tomorrow, and far into the future. -- The ideas in these episodes are not mine alone and are based on my learning of time-tested principles. I am grateful for the work that has been done by people like Naval Ravikant, Eckhart Tolle, James Clear, Morgan Housel, Nick Maggiulli, Brian Portnoy, Derek Sivers, Carl Richards, Cameron Passmore, Benjamin Felix, Michael Kitces, and many others. Hayden Lindskog A New Direction for the Future of Financial Services –Andreas W. Hansen and Martin Gronemann White Paper: A New Direction for the Future of Financial Services — ReD Associates -- This content is for informational purposes only and should not be construed as advice or recommendation. Past performance does not guarantee future results. Please consult a licensed financial professional before making any investment decisions.

Discussing why diversifying your investment portfolio helps decrease risk without lowering return. -- The ideas in these episodes are not mine alone and are based on my learning of time-tested principles. I am grateful for the work that has been done by people like Naval Ravikant, Eckhart Tolle, James Clear, Morgan Housel, Nick Maggiulli, Brian Portnoy, Derek Sivers, Carl Richards, Cameron Passmore, Benjamin Felix, Michael Kitces, and many others. How I Invest My Money – Joshua Brown and Brian Portnoy World Equity Weights source - Dimensional Fund Advisors H. Bessembinder, “Do Stocks Outperform Treasury bills?” (May2018). -- This content is for informational purposes only and should not be construed as advice or recommendation. Past performance does not guarantee future results. Please consult a licensed financial professional before making any investment decisions.

Reflecting on market fluctuations and maintaining optimism. -- The ideas in these episodes are not mine alone and are based on my learning of time-tested principles. I am grateful for the work that has been done by people like Naval Ravikant, Eckhart Tolle, James Clear, Morgan Housel, Nick Maggiulli, Brian Portnoy, Derek Sivers, Carl Richards, Cameron Passmore, Benjamin Felix, Michael Kitces, and many others. Data is calculated off rounded daily returns. US Market is represented by the Russell 3000 Index. Largest Intra-Year Decline refers to the largest market decrease from peak to trough during the year. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. Investing risks include loss of principal and fluctuating value. There is no guarantee an investment strategy will be successful. -- This content is for informational purposes only and should not be construed as advice or recommendation. Past performance does not guarantee future results. Please consult a licensed financial professional before making any investment decisions.

Your survival kit for greater wealth. -- The ideas in these episodes are not mine alone and are based on my learning of time-tested principles. I am grateful for the work that has been done by people like Naval Ravikant, Eckhart Tolle, James Clear, Morgan Housel, Nick Maggiulli, Brian Portnoy, Derek Sivers, Carl Richards, Cameron Passmore, Benjamin Felix, Michael Kitces, and many others. The Geometry of Wealth – Brain Portnoy -- This content is for informational purposes only and should not be construed as advice or recommendation. Past performance does not guarantee future results. Please consult a licensed financial professional before making any investment decisions.