Personal Finance

Geneal advice and guidance in the area of personal finance

Building Your Money Foundation With a Personal Financial Guidebook

Personal Financial Guidebook

I’m an estate planning attorney by day and one of the major things I do to protect my clients is help them to protect all of their assets should anything ever happen to them. One of the ways I do this is by helping them put together what I call a wealth planning spreadsheet. What in the world is a wealth planning spreadsheet you ask? It’s the framework behind my Personal Financial Guidebook, which I will introduce you to in just a bit. Essentially, the wealth planning spreadsheet is a tool that outlines every account my clients’ have, where they are […]

How to Invest a Large Chunk of Cash

How to invest cash

I’m a member of several online investing and personal finance groups, and recently I’ve noticed several people asking questions about how to invest a large chunk of cash. This cash could come from a number of different places, including an inheritance, a bonus at work, or the sale of a business. But in this situation, a member asked the following question: “I am selling my first house and we close next Friday. That means that shortly after, I will have a decent chunk of change to invest. I currently have a solid emergency fund, and I am on track to […]

How to Get Rich… Quick?

how to get rich

How to Get Rich. This is just the million-dollar question, isn’t it? (pun intended) Well, today is your lucky day. Today I, the Bearded Money Guy himself, is going to share with you… no… enlighten you on how to get rich quick. Before I get to that, I want to point out that “rich” means different things to different people. But for the sake of this post, I’m talking about achieving financial independence. So… Are you ready? How To Get Rich Quick First, it’s not possible to “get rich quick”. Nothing in life comes that easy. Unless you win the […]

Introducing The Bearded Money Guy

financial freedom

This is a blog about money and achieving true freedom. Time freedom. Location freedom. And of course… financial freedom. We’re going to talk a lot about money on this blog. And that’s because even though money can’t buy you happiness, it can buy you the freedom that you are so desperately craving. And at the end of the day, that is what we are all looking for, isn’t it? But money is frustrating and elusive and complicated. It can take you to amazing places and allow you to do amazing things. But at the same time, it can kill relationships […]