Financial Planning, Vlog

Vlog: HSA’s and Retirement?!?

Unfortunately, because my family has a medical share plan and not a traditional health insurance plan (revisit this blog to learn more), we are not eligible for what may be the most tax efficient investment vehicle available–the Health Savings Account (HSA), which also happens to be the most under-utilized investment vehicle. In this video, I cover the basics of an…

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Investing

New Podcast: Animal Spirits

A couple of my favorite bloggers and investment professionals just dropped their first podcast. If you are a reader of my weekly mixtapes, there is no introduction needed for Michael Batnick (The Irrelevant Investor) and Ben Carlson (A Wealth of Common Sense). The Irrelevant Investor and A Wealth of Common Sense are two of the first five blogs I check…

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Mixtapes

Weekly Mixtape for November 11th, 2017

Every Saturday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. The excitement of the last week and a half has been well documented on Instagram and Twitter, so I won’t revisit Silas in my intro…I did include my blog post below though. There were so…

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Bigger Picture

Introducing Silas Castelli

I’ve been meaning to write this for about a week now, but I’ve been preoccupied, with good reason. Halloween was an eventful day for my family. After taking Roman (Carlos from Disney’s The Descendants) and Leo (Steph Curry) around the neighborhood to trick-or-treat, I came home to find my wife having contractions about 6-7 minutes apart; they had started earlier…

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Mixtapes

Weekly Mixtape for October 28th, 2017

Every Saturday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. It’s been an exciting week for our family as we await Baby Boo’s arrival; we’ve begun calling him this because his due date is on Halloween. I thought for sure he would have made his appearance…

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Bulletproof Coffee and a Talk

The Whiteboard Series Has a New Name

The Whiteboard Series is being rebranded as “Bulletproof Coffee and a Talk”; you’ll notice the set up has changed a little–we’re keeping the whiteboard, but now you’ll see me (and the boys when they’re able to make it) sitting down for a little more relaxed setting. We’re still going to be covering topics relevant to financial planning and investments, and…

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Bigger Picture

Why You’ll Find Me On Twitter

Twitter may not have figured everything out yet, but this morning they reported a better than expected sales number and an increase in the all-important monthly users. Who knows what this means for the long term, but in honor of Twitter’s big morning, I wanted to share why the service is so important to me. News. First and foremost, Twitter is…

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