Personal Finance Economics

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The Journey...From Infancy
Day 1 - Your guided learning of personal finance
How Does Personal Finance Resonate with You?
Day 2.
How You Can Get Financially Organized
Day 3 - Tre George's story can teach us something
Your Financial Health
Day 4 - Economic net worth
Begin Living Your Best Financial Life
Day 5 follows knowing how you currently spend
Thought You Couldn't Financially Plan?
You can! I will take you there in steps. Stage 1 today. Day 6 of Start
Is a Surprise Inheritance Coming?
Day 7 of our class
You Have Much in Common with Olivia Rodriguez
Day 8. The mechanics of Olivia's financial solution can be your financial inspiration
Investments Confuse Me
Day 9. Catch your breathe. I will hold your hand.
Ready to be Actively Engaged?
Day 10 of Start Here. Exercises to build your financial skills
Your Real-World Financial Plan
Day 11. Time for a software discussion
A Single's Budget
Day 12. Are you a single person household? Know one? Please share.
The Sunny Side of Scrambled Spending
Day 13. Eggflation
Transaction Interaction
Day 14. Payment processing our consumption
The Book:  Economics-Based Financial Planning
Serialized Learning Economics-Based Personal Finance
A 6-page warm up
Financial W(H)ealth
The Scientific Approach to a Financial Life
How Many Hotdogs Can You Eat?
The Best Living Standard
Applications Galore
Thinking About Going Back to School? How to Make a Good Decision
Barbieland or Los Alamos
Your Rainy Day Fund
How You Should Save
Need a Bigger Piggy Bank?
Stocks and Hurricanes
Wealth Diversification
Investing and Your Risk Profile
Do You Have the Right Asset Allocation?
Living Standard Risk
Upside Investing
Retirement Planning 101
What Does Retirement Mean to You?
Is a Roth IRA for You?
The Best Time to Retire
Budget and Expenses
Spending: Know your expenses
Description of Your Financial Life:
A first set of metrics
A Budget and the Best Living Standard:
An Illustration
Investments and Savings
Investments Toying with Life:
A Surgeon's tale
Friends Know Him as Moises:
The Power of Upside Investing
The Investment Everybody Needs
The Summer Worker:
Savings for your child or grandchild
Returning from the Great Retirement, part 2:
Investment risk and the Turners
Investment Risk and JG Mullaney:
Living standard risk and the decision when to retire
Mina Kim's Education:
Managing Finances Alone Wasn’t Part of the Plan
Retirement and Social Security
Social Security at Risk:
2034 is coming
Why Should Nico Save for Retirement?:
The Secure Act 2.0 Opt-In Mandate
Longevity:
A long life has costs
The Decision Tool for When to Claim Social Security Benefits
Claiming Social Security Under Investment Risk:
Context and wealth diversification matter
The 4% Rule is on a Short Fuse
A Test for You: 40-years Old and No Mortgage
Can they retire early?
Can the Maguires Afford Retirement?
Financial Planning Decision-Making
How to Make Personal Finance Decisions
Savings and a Happy Life
Releasing Cash in a Hot Real Estate Market
Financial Planning Cases
Marriage and Spending:
Knowing the magic number
The Core Workout:
Adding economics to household finance
The Next Move:
Evaluating living costs
A Consequential Inheritance
Kate and Jamie: How Much Are You Worth?:
Your human capital is likely to be your primary asset
Financial Planning for Lower-Income Households
Rainy Day Funds
How much do they cost?
Does More Education Make Sense?
Building Your Financial Plan
Should I Live in Boston? Geographic choices and living standard effects
Returning from the Great Retirement:
Inflation will do that
When Should JG Mullaney Retire?
Informing his choice
Cash at Home
A Micro-Rainy Day Fund
Your Baseline Financial Plan:
It Is Not That Scary to Build
The Prescription for the Low-Income Worker:
Optimal v. A Simple Budget
The Prescription for Upper-Income Households
The $466 Couple in Brooklyn
Chrissy Weaver's Alligator Edowment
Are You Moving?
The 63-Year Old Divorcee
A Test for You: 40-Years Old and No Mortgage
Financial Planning Practice
The Frontier of Financial Planning:
Live your best financial life
Exercising with Economics-based Financial Planning Principles:
The introduction
Please Soften the Rules of Thumb:
Financial planning advice should be adjusted
Practicing Financial Planning:
Living Standard is Indispensable
Credential Hysteria:
Quantity v. Quality
Would You Hire a Financial Planner?:
A non-random sample of opinions and a poll for subscribers
Fee-Only Financial Planning:
Q&A
Financial Literacy and Wellness
Understanding Financial Literacy
Is Financial Literacy Important?:
Your perception of your economic situation may not be tied to your financial literacy
Financial Wellness:
The role of financial literacy
How Do You Feel About Your Financial Knowledge?
If You Work, Have You Checked Your Social Security Account?
Risk Tolerance
How Much Risk Can You Tolerate?
Insurance
Car Hit: Don’t Undervalue the Financial Impact:
Diminished value
Great Financial Plans Do Not Require Life Insurance:
How to know when you need it
Who Reads an Insurance Policy?:
It might be time
Do the Madigan’s Need Life Insurance?:
The economics of the decision
Life Insurance with Frito:
The Madigan’s first child
When Insurance is Important
Can You Delete Life Insurance from the Budget?
The Personal Insurance Headache
General Interest
Data Literacy for Everybody:
Thank you Emily Oster
Please Help Us Julia Carpenter:
Personal finance press can do better
Brokerage Accounts and Bank Runs:
Does FDIC insurance apply?
Time for a Tesla? Cash, borrow, or lease
Income and Inheritance:
Economic net worth
Learning Together:
Join me for a few months
Real People Real Plans
Summer Reads
Jorge Cortez and the Dallas Cowboys
The benefits of shared living

Resources related to Substack posts

Enjoy recent posts about personal finance economics. If you'd like them dropped in your Inbox, you can subscribe directly.

July 2024

A Test for You: 40-years Old and No Mortgage

April 2024

The 63-Year Old Divorcee

March 2024

Your Rainy Day Fund

March 2024

Releasing Cash in a Hot Real Estate Market

February 2024

Chrissy Weaver's Alligator Edowment

February 2024

The $466 Couple in Brooklyn

January 2024

Serialized Learning Economics-Based Personal Finance
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