Blogs
Explore Insights and Strategies for Financial Success
The Honor and the Headache of Being an Executor
Being named the executor of someone's will can feel like an honor. It can also feel like a lot of pressure. It's more than handing out inheritances. It's paperwork, accounts, taxes, property, creditors, and sometimes family dynamics, stretched out over months or even years. Today, Steve talks through how he [...]
Picking a Retirement Date
"When can I retire?" might be the question we get asked more than any other. Some people are chasing an age. Others are chasing a number. Today, Steve is breaking down what actually determines the answer. The date on the calendar or the number in the account might feel like [...]
60, Retiring Soon, and Wondering About Roth Conversions
"I'm 60, probably retiring in 5-6 years, and I just learned about Roth conversions. Is this something I should be doing?" This is a listener question we hear a lot, and the honest answer is: it depends. Steve digs into what it actually depends on. Roth conversions aren't right for [...]
Filing Cabinet or Fire Box? Sorting Out Your Financial Paperwork
Somewhere in a drawer, a filing cabinet, or a shoebox in the closet, most of us are holding onto financial paperwork we don't actually need. And we’re probably missing a few things we do need. Steve helps sort out what stays, what goes, and where it all belongs. Nobody loves [...]
The High Shoulders Theory & What It Means for Your Money
A post about a father, a baseball tryout, and a bad summer went viral this spring — and buried in it is a framework that applies just as much to money as it does to relationships. Today, Steve’s borrowing it. Bloom's recap of the concept is simple: stand tall, bend [...]
What Does “Safe Money” Actually Mean?
Everyone says they want their money to be "safe." Almost nobody defines it the same way. Today, Steve breaks down what safe money really means and whether your version of safe holds up to reality. "Safe" feels like a simple word, but it means something different for everyone. The only [...]
