Weekly Mixtape for September 1st, 2017

Every Friday 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 streak has been broken–I missed my first Friday posting a mixtape; I have a good excuse though: catching up from spending the week at the XY Planning Network annual conference. When you’re a solo advisor running your firm, there’s a little bit to catch up on when you get back in town. But, I’m getting this week’s mixtape out Saturday morning, so you’ll still have it for your weekend reading.

While I was in Dallas, there was no shortage of great posts. Here’s what I’ve picked for you this week…I hope you enjoy!

Morgan Housel via Collaborative Fund: Overcoming Your Demons We start this week’s mixtape off with one of the most inspiring posts I’ve read. There is no shortage of love for Morgan on this blog–he’s easily one of my favorite writers, and his honesty and vulnerability in this post make his writing even better. I’ve heard Morgan talk multiple times in person and on podcasts, and I had no idea of his struggle. If you only read one post off this mixtape, make it this one!

Brendan Mullooly: The Heavy Lifting Don’t worry, this isn’t a CrossFit related post–although that gives me an idea! Brendan explains why in investing your focus should not necessarily be the returns of the portfolio, but the amount being saved.

Brett Davidson via FPadvance: Is It All About The Money for You? I have a mixed readership on my blog–both other financial advisors and individual investors, and this post is applicable for each. Although it is written for financial advisors, encouraging them to review why they do what they do, it also gives individuals the opportunity to review their own relationship with their financial advisor. As an individual, does your relationship with your financial advisor feel like it is about your success, or about lining their pockets?

Dan Solin: An Email I’ll Never Receive “The financial media isn’t in the business of benefitting investors. It serves its clients: Advertisers.” 

All About Your Benjamins: The Important Things An old, but good one.


Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.