3 Ideas: First Paycheck of the Year, Non-Smart Goals, Active & Fit Gym Fees

Welcome to the Rich List, a weekly newsletter of 3 ideas to increase your wealth, well-being and wisdom. Idea 1: The Value of Non-SMART Goals I found lots of fascinating research as I put together my money goals workshop, happening on January 21st (hint hint…you should sign up.) A big insight? There’s value in setting …

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Annual Review 2022

Happy New Year! Since my 2020 review, I used Tiago Forte’s Reflect > Connect > Create structure for this review. I enjoy this process because it suspends my recency bias and allows me to re-enjoy memories I’ve forgotten. For this review, I noticed that the data from which I base a review off of made …

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Financial Review 2022: Losing Money, Portfolio Changes, and Financial Therapy

The following, just like anything I write on this blog, is only information and education, and not to be confused with advice of any sort. It’s cringe-worthy to read last year’s financial review because all of 2021’s gains have been wiped out over the course of 2022. Top line: My portfolio was crushed by crypto …

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