Money Perspective

Hello, October! This is my favorite month of the year, and it’s not just because of my wedding anniversary and birthday (the 25th and 28th, if you’re curious!). I love the sights and smells of autumn and feel that the month of October perfectly encapsulates that! 

Onward to this month’s highlights, which focus on the way you look at your money: from reviewing your current financial state, to simple financial planning in six principles, to the value of the money you earn. Enjoy these resources:

  • Read: Today, many people find themselves inundated by a constant stream of financial news from television, radio, and the Internet. Yet, does all this “information age” data really help you manage your finances any better than in the past? The truth often is that the “old-fashioned” practices, such as periodic financial reviews, lead to greater success in the long run.
  • ListenSimple Financial Planning – The Only 6 Principles You Need to Know is a conversation between Todd Tressider of and Philip Taylor from The goal of this episode is to make your financial life that much easier to manage by helping you focus on just the important issues that really matter.
  • WatchThis couple has a series of brief, clever, weekly videos about personal finance for Millennials and Generation Z. In Insta-Everything, Philip and Julia discuss the value of money and time in leveraging your funds versus using them towards luxury. It may give you pause to rethink some of your expenditures! 

Spotlight: I just returned from the annual XYPN LIVE Conference in St. Louis, which was preceded by a seminar on student loans and followed by a seminar with Dimensional Fund Advisors. It was a great opportunity to connect with fellow professionals and deepen my own expertise in the areas of student loans and investments.

Market Commentary: I will be sending out an email later this month with the third quarter market commentary. Stay tuned!

If you find the information provided valuable, please pass this email along to your family and friends! Better yet, recommend them to subscribe to this monthly newsletter by signing up on our website!

You can click on the links below to access this month’s resources. Thanks for reading, listening, and watching!

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