Wealth advisor, blogger, thinker ~ inspiring you to reach your full potential in business & life. Get smarter about modern finance ⚡️ 8020finance.substack.com

Adjust your plan now to avoid getting burned later.

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Photo: The Humantra/Unsplash


Three parts — cash, retirement, and moonshots.

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Photo: Brian McGowan/Unsplash
  • 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?


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Photo by Morning Brew on Unsplash

1. Workplace Financial Wellness


For 2021, and beyond…

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EARN

Job search

Earning

Equity & stock options


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Photo by Ali Kokab on Unsplash

What’s the point of an emergency fund?


“What the hell is a fiduciary?”

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Photo: Startup Stock Photos/Pexels
  • I don’t make enough to hire an expert
  • My finances aren’t that complicated
  • I have no clue what to even look for

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