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Financial freedom shouldn’t mean financial misery

Financial freedom shouldn’t mean financial misery

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Originally published in the Stock Savvy Dad newsletter on June 9, 2026

I’m writing this from a coffee shop. The F.I.R.E. movement, which stands for Financial Independence Retire Early, would have something to say about that. The philosophy is built around aggressive saving and cutting expenses to the bone so you can retire decades earlier than most. And one of its most common pieces of advice is simple. Stop buying coffee out. Make it at home. Technically they’re not wrong. But they’re missing something important.

The best investing decision I made wasn’t for me.

The best investing decision I made wasn’t for me.

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Originally published in the Stock Savvy Dad newsletter on April 28, 2026.

Sometimes the best financial advice comes from an unexpected conversation.
Back in 2023 I was talking with a financial influencer I respected and he said something that stuck with me. Open custodial accounts for your kids. I did a little research that same day and by the end of it the accounts were open.

How to Start Teaching Your Kids About Money

How to Start Teaching Your Kids About Money

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When it’s time to sit down at the dinner table for a family discussion, the topics are usually the same: school, sports, schedules, “are we having chicken again tomorrow?” Yet one thing that rarely comes up is money, how it works, how to manage it, and how to build a financially healthy life. It’s not because parents don’t care. Many are financially illiterate themselves or simply uncomfortable having the conversation. So they think, “My kids will figure it out later,…

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How to Research Stocks Without Getting Overwhelmed

How to Research Stocks Without Getting Overwhelmed

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When I bring up the stock market and how to research stocks, most people either get bored or freeze up. And if I mention P/E or D/E ratios?  They’ll look at me like I’ve got two heads.  I get it. Turn on CNBC as a new investor and they may as well be speaking an alien language.  But doing research and understating what you’re investing in is fundamental and it doesn’t have to be complicated. Keep it Simple Instead of…

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The $65,000 Car Loan Trap & How to Steer Clear

The $65,000 Car Loan Trap & How to Steer Clear

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A cousin of mine purchased a compact SUV, a couple of years ago. She didn’t have great credit, but she saw this as her chance to rebuild. If she made on-time payments, she could raise her score, gain stability, re-finance later and finally get ahead. However, the dealer was a shark, and my cousin? She was tonight’s dinner. They sold her a $35,000 car at an astronomical 22% interest rate, rolled in a few thousand dollars of debt from her…

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My Weekly Investing Prep with ChatGPT: News, Earnings, Portfolio & More

My Weekly Investing Prep with ChatGPT: News, Earnings, Portfolio & More

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If you’re serious about staying sharp as an investor, preparation is key. Once my three year old stops coming down the stairs trying to skip bed time, I turn Sunday evening into my secret weapon. A quick, focused 30 minute routine that gets me mentally and strategically ready for the week. And thanks to AI tools like ChatGPT the whole process runs faster and smoother. Here’s my full Sunday investing routine, step by step: Step 1: Review the Past Week…

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How I Got My 5-Year-Old to Love Investing

How I Got My 5-Year-Old to Love Investing

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Think five is to young to learn about investing? Think Again No, we’re not breaking down EBITDA or reading 10-Ks at bedtime but we are laying the foundation for lifelong financial literacy. Here’s how I’m introducing the stock market to my daughter in ways that are fun, age-appropriate, and actually sticking. Step 1: Start with what they know It all starts with connecting investing to their world. Kids don’t care about ticker symbols but they do love Disney, McDonald’s, and…

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40 Years, 3 Generations, and a New Approach to Financial Freedom

40 Years, 3 Generations, and a New Approach to Financial Freedom

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Note: I originally wrote this the weekend of my 40th birthday and Mother’s Day, reflecting on family, finances, and legacy. Life got in the way—but the message still hits. Glad to finally hit publish. I celebrated 40 years on planet Earth back home in NYC last Sunday on Mother’s Day. That weekend was full of reflection as I walked through my old neighborhood and enjoyed the cool breeze blowing off the water from the upper deck of the Staten Island…

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Top Money Moves for 2025: Unlock Financial Freedom Now

Top Money Moves for 2025: Unlock Financial Freedom Now

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I hope your 2025 is off to a fantastic and healthy start! At the beginning of each year, I like to drop a few nuggets that can help make the new year more prosperous than the last.  Looking back on 2024, the Best Money Moves article I shared still applies as prioritizing your health, getting out of debt, and shifting from saving to investing are timeless strategies that will positively impact your finances.  In 2025 it’s time to embrace new…

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Investing for Kids: Create Wealth and Teach Smart Money Habits

Investing for Kids: Create Wealth and Teach Smart Money Habits

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As parents, we want to give our kids every opportunity to succeed, including setting them up for a strong financial future. Investing for your kids at a young age is one of the smartest ways to achieve this. Whether it’s saving for college, teaching them about money, or building a long-term financial safety net, getting started early can accelerate their path to financial success. Why Start Investing for Your Kids Early? When it comes to building wealth, time is your…

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