February 2024

Image Sourcing: The Matrix What does “The Matrix” and a spoon have to do with a blog centered around financial independence you ask? Stay with me, and I will see if I can connect the dots. In the movie “The Matrix”, there is an iconic scene that has always stuck with me and has taken on a deeper meaning over time. It’s the moment when a young boy, a potential prodigy within the matrix, demonstrates his ability to bend a spoon with his mind. He says to Neo, “Do not try and bend the spoon. That’s impossible. Instead, only try […]

When it comes to my financial life, every year I sit down and work through a financial planning framework that I have developed over time. This framework allows me to review the past year, evaluate where I am relative to my goals, develop additional goals and planning for the upcoming year, and then execute.  Execution can often seem like one of the more difficult steps in financial planning. However, I think this is likely due to a lack of clarity. Execution becomes easy if you have a plan. Planning becomes easy if you evaluate and define/refine your goals. Evaluating and