ExempliFI Conference: June 27, 2026 (Free!)

We will be holding a free financial conference on Saturday, June 27, 2026 at Koelbel Library in Centennial, Colorado. The conference will feature four nationally known speakers in the morning (live via Zoom, with Q&A after their presentation). In the afternoon we will conduct two case studies of the finances of two attendees, and then … Continue reading ExempliFI Conference: June 27, 2026 (Free!)

Educational Session: Tax Planning, Safe Withdrawal Rates, and Withdrawal Strategies in Retirement

I'm going to be offering an educational session on tax planning, safe withdrawal rates, and withdrawal strategies in retirement on Saturday, May 2nd, from 9:30 am to 3:30 pm at Koelbel Library in Centennial (Colorado). To be perfectly clear, I am not an expert on these topics. Instead, I will be facilitating the session, sharing … Continue reading Educational Session: Tax Planning, Safe Withdrawal Rates, and Withdrawal Strategies in Retirement

Three 90-Minute Presentations Every School District Should Give To Their Employees (and here are the resources to do it)

I've (actually, we've) been offering my Personal Financial Literacy for Colorado Educators course for four years now. I decided to offer this initially because, based on my interactions with fellow Colorado educators, there seemed to be a large percentage of them who didn't know some key aspects of financial literacy (and, specifically, how their defined … Continue reading Three 90-Minute Presentations Every School District Should Give To Their Employees (and here are the resources to do it)

The Extraordinary Opportunity of Starting Early (and Privilege)

compound interest

Note: This post is going to assume a lot of privilege. It's not going to address the very real issues of income inequality and systemic disadvantage, as those are a bit beyond my wheelhouse (although I do have pretty strong opinions about policy changes we should make that could at least help address those issues). … Continue reading The Extraordinary Opportunity of Starting Early (and Privilege)

Free In-Person Class: Why FI? Financial Literacy for the Rest of Us and a Path to Financial Independence

You know you need to learn more about personal finance in order to make financial decisions, but you just find it too overwhelming, too intimidating, or too time consuming. This (free!) (really!) class is for you. This class isn’t about “getting rich quickly” (not that there’s anything wrong with that), but it’s about gaining knowledge … Continue reading Free In-Person Class: Why FI? Financial Literacy for the Rest of Us and a Path to Financial Independence