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Financial advisor, blogger, fintech consultant. I write to help you build wealth. 💌 borrowedwisdom.substack.com

Three parts — cash, retirement, and moonshots.

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  • Which stocks should I buy?
  • Is it better to use a 401(k) or Roth IRA?
  • Are robo advisors all they’re hyped up to be?


Adjust your plan now to avoid getting burned later.

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But you can equip yourself with tools to succeed.

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  • How should I invest my money?
  • When should I exercise my stock options?
  • Are financial advisors worth the cost?
  • What should I include in a financial plan?


Tips for new entrepreneurs and executives.

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  • money management apps
  • banking and credit
  • payments technology
  • cryptocurrency


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1. Workplace Financial Wellness


For 2021, and beyond…

EARN

Job search

Earning

Equity & stock options


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What’s the point of an emergency fund?


“What the hell is a fiduciary?”

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  • I don’t make enough to hire an expert
  • My finances aren’t that complicated
  • I have no clue what to even look for

Anthony Carlton

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