Blog

This is a space for YOU to be educated. No cost, just a gift from me to you.

What’s a Financial Advisor Costing You?

What’s a Financial Advisor Costing You?

The typical financial advisor charges 1-2% to be your advisor. And we expect that. If you get work on your car, you pay your mechanic. If you get your hair done, you pay your barber. I remember hearing this when I was young and thinking this was very small. And at...

Investing $100 vs. $200/month

Investing $100 vs. $200/month

Over the course of George’s wonderful life, he contributed $42,000. What’s wild is the growth on his money turned into $380,000. He just started investing at age 30 and consistently invested in an index fund at $100/month. Now at retirement, he’s got a big ole pile of...

Investing vs. Not Investing

Investing vs. Not Investing

Allow me to introduce you to two wonderful (imaginary, but very realistic…) women. Deborah is super kind. Loves her kids and her dog, Fifi. She has a job as a teacher making $40,000 per year. Deborah doesn't invest, she just lives below her means. She doesn't take on...

Waiting 5 Years Could Cost You $500,000 🤯

Waiting 5 Years Could Cost You $500,000 🤯

  While in their lives, Hulga only invested $12,000 more dollars than Bobbie, she ended up with over $500,000 MORE dollars. How is this possible, you ask? It's the power of compound interest. The eighth wonder of the world. In those final years of investing, as...

The Biggest IPO EVER about to drop tomorrow!

The Biggest IPO EVER about to drop tomorrow!

"Have you heard about the biggest IPO ever about to drop!?" I got this text from a friend a couple months ago who knew I was into investing. He added something like, “Bro, Wall Street is calling it the 'BIGGEST IPO EVER'. Jim Crammer said 'buy as much as you can!' And...

What’s a Target Date Index Fund?

What’s a Target Date Index Fund?

There are a LOT of terms in investing that can be incredibly confusing. And when you hear terms thrown around, you FEEL like you should know what they all mean. But no one explains these things to us back in school. So we feel intimidated, which causes paralysis - and...

Stay in the loop

Join the newsletter below to stay up to date with Jonathan’s advice, resources, and more! Receive free financial wisdom and get exclusive discounts on future resources.