New Book: Financial Literacy for the Rest of Us

I just wanted to share my latest book, this one is not specific to a particular pension system, but is a general book for everyone. This book parallels the podcast series, but since some folks like to read instead of watch or listen, this gives them another format. It's about 200 pages and works really … Continue reading New Book: Financial Literacy for the Rest of Us →

Spreadsheet: Personal Financial Action Plan

Some of the episodes in my new podcast series Teaching You to Fisch (Spotify, Apple Podcasts, YouTube) include spreadsheets I've created to illustrate particular topics. Some of them are modifications of spreadsheets I've used before and some are newly created. Because not everyone is going to choose to watch/listen to the podcasts (they are really … Continue reading Spreadsheet: Personal Financial Action Plan →

Spreadsheet: Financial Inventory

Podcast Episode 18: Creating Your Personal Financial Action Plan

I just released Episode 18 of the Teaching You To Fisch podcast. This episode revisits the Personal Financial Philosophy Statement from Episode 1, gives you an opportunity to create a Financial Inventory and a Financial Action Plan, and then includes links to resources to continue your learning. (This is also the last planned episode, although … Continue reading Podcast Episode 18: Creating Your Personal Financial Action Plan →

Spreadsheet: Gifting an Employer Match

Podcast Episode 17: Leaving (and Receiving) a Legacy

I just released Episode 17 of the Teaching You To Fisch podcast. This episode explores the estate documents every adult needs to have, the importance of establishing designated beneficiaries, what you should do with assets you receive as an inheritance, and ways you can perhaps leave part of your legacy while you are still alive. … Continue reading Podcast Episode 17: Leaving (and Receiving) a Legacy →