The Foundational Financial Plan™ | Ep #87

A “financial plan” that lives in a spreadsheet and never changes is not a plan—it’s a snapshot. The framework here treats planning like a living system: inputs update, scenarios get tested, and the outcome stays anchored to the primary objective—not running out of money.

Grandparents, Be Very Careful Before Opening Trump Accounts | Ep #86

Trump Accounts are framed as a way to create a new generation of investors—kids who grow up more financially educated and more comfortable with the stock market.