Wealth Pyramid

 
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Ever thought about how to build your stock portfolio? This week's cartoon illustrates the levels to consider when building a robust equities portfolio based on my philosophy that investing for the future while destroying the future makes no sense. It helps to read the Wealth Pyramid from the bottom up.

To learn more about building a portfolio, please check out my book: From Monk to Money Manager: A Former Monk’s Financial Guide To Becoming a Little Bit Wealthy —And Why That’s Okay .

 

Annuity Abuse

 
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The annuity contracts sold to many teachers are among the most abusive and predatory financial products out there. Annuities are like a root canal — when you need one, you really need one, but they aren’t a DIY project. Never sign an annuity contract without an independent, fee-based fiduciary review!

To learn more about investing, please check out my book: From Monk to Money Manager: A Former Monk’s Financial Guide To Becoming a Little Bit Wealthy —And Why That’s Okay .

 

Stupid Spending

 
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Money stress is one of the leading causes of divorce. If you and your partner have radically different money values, maintaining a healthy, long-term relationship will be difficult. Shared money values are as important as shared spiritual values.

Click here to order my first book and discover how to fix your relationship with money: From Monk to Money Manager: A Former Monk’s Financial Guide To Becoming a Little Bit Wealthy —And Why That’s Okay .

 

The Estate Planner

 
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Finance touches on every aspect of our lives. I've had more emotionally intimate conversations over a financial plan than I ever had in a confessional. It's important and heroic work. We need more fiduciaries! #fiduciary #financialplanning #money #EstatePlanning

Click here to order my first book: From Monk to Money Manager: A Former Monk’s Financial Guide To Becoming a Little Bit Wealthy —And Why That’s Okay .