My Financial Literacy Reading List

I sometimes get asked something along the lines of, "What book(s) should I read to learn more about financial topics?" Mainly to make my life easier by being able to send them this (but also hopefully to be helpful to other folks), this post is the answer to that question. To be perfectly clear, someone … Continue reading My Financial Literacy Reading List →

Talking EVs on the Teach and Retire Rich Podcast

I was a guest on the Teach and Retire Rich Podcast talking about electric vehicles this week. I do want to reemphasize a point that was made several times on the podcast, which is that for many folks their first EV should likely be an "around town" commuter car, which means it doesn't have to … Continue reading Talking EVs on the Teach and Retire Rich Podcast →

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