Book Review – Money Mammoth
I just read the new book “Money Mammoth”, by Brad Klontz, Edward Horwitz, and Ted Klontz. I’ve attended educational presentations for financial planners by Dr. Brad Klontz before, and been impressed, so I was looking forward to reading this book, which I was able to get through Inter-Library Loan (ILL)…
About the Author – Tina Wood-Wentz
Related to my post earlier this week about my article in the Journal of Financial Planning, I really enjoyed getting to write my “about the author” section for the end of the article. Seeing the words spelled out, about why I’m investing my time this way, was one of those…
Sometimes an email isn’t the best option
This week a computer science friend of mine shared one of the many versions of the highly entertaining video of a dad trying to make a peanut butter and jelly sandwich, from entirely written (no diagram) instructions from each of his two children. If you haven’t seen this video yet,…
Are you procrastinating? Are your days just that full? And in the end, does it matter which it is?
We have one of those oversized rural yards that needs a lot of work, every spring and every fall. Whether it’s pulling buckthorn, weeing and planting the garden, raking leaves, cleaning gutters, or any one of the multitude of the dozens of spring and fall chores we have, those two…
Why should we care about diversity in financial planning?
I attended a (non-financial planning) diversity presentation recently. It included a statement that for those who feel like they don’t fit in, they feel like they don’t fit in on an average of 6 different dimensions! That’s a lot of ways to feel isolated. Now, I read about 3 financial…
Are you spending your money in a way that agrees with your values?
About a month ago, I got to listen to Jane Mosbacher Morris speak on using our money to impact the world via values based spending, not just ESG investing or making donations. Why values based spending? Because ESG investing has many traps (a story for another day), and many families…
The Fallacy of Irreplaceability
This morning I was discussing options with a colleague for a medical research study, we also discussed current work challenges including the poor ergonomics and physical pain caused by working from home. In encouragement to push back enough to take care of myself, my colleague gave me a great compliment….
Welcome 2021 – Reflecting on the lessons learned from 2020
I love watching the birds. I have gardens and bushes and trees of native and flowering/fruiting plants, for the birds, for the bees, for the butterflies. Especially for this extended time at home, flocks of birds at my bird feeders are a bright spot all winter long. Each hunts for…
What should I do with the new stimulus check?
You’re getting an additional $600 x ___ eligible family members from the federal government, arriving as soon as January 2021. You’re now asking yourself, “What should I do with it?” As always, follow your Investment Policy Statement for windfalls. In 2020, this may involve staying focused on resupplying your raided…
What financial struggles are women aged 35-50 facing?
That was the question I was asked recently. Being right in that demographic, I didn’t have to spend long thinking. The answers poured out of me. Unedited, here’s exactly what I replied. And yes, these words dumped right out of me because I’m living much of this; if I’m not,…