Financial Wellness Workshop at Nexus International School
#Financial Literacy #Talks and InterviewsIt's great to see school leaders at Nexus encouraging holistic financial wellness: life satisfaction connections between spending, giving and investing. I like how technology allows people to ask questions via chat mode to give us the feeling that it's almost an in-person experience.…
What Is A Mutual Fund?
#Investing #Financial Literacy #Index FundsMutual funds might be the world's most commonly known investment products. But what exactly are they, and how do they work?…
What Is An Index Fund?
#Investing #Index Funds #Financial LiteracyI recommend investing in index funds and ETFs. But what is an index fund? I didn't like the definitions I found online, so I explained it here and I hope it helps.…
Teach and Retire Rich Podcast Interview with Andrew Hallam
#Talks and Interviews #Financial LiteracyDan Otter and Scott Dauenhauer are doing amazing work educating American teachers and school districts on their retirement options. They have also convinced several school districts…
MoneySense Magazine Q:A with Andrew Hallam
#Talks and InterviewsIt was such a pleasure recently speaking with MoneySense's Jaclyn Law. We talked about money, happiness and worthwhile goals. How to be successful in…
Rhodes To Wealth Podcast Interview with Andrew Hallam: Money Isn't Everything
#Talks and InterviewsI enjoyed this interview with the popular podcaster, Josh Rhodes. He said the first podcast we did together last year was his most viewed episode. So I hope people find this new one interesting, too.…
Vanguard's Target Retirement Fund Tax Disaster: Who Did It Hurt The Most?
#Investing #Expat InvestingExpat Americans investing in Vanguard's Target Retirement funds will likely receive an unexpected tax bill this year. I blame Vanguard for this.…
This Ghost Story Could Help Your Investment Asset Allocation
#Investing #Financial LiteracyAs I mention in my book, Balance, most people don't know their tolerance for risk, even if they think they do. I explain that in the following excerpt.…
Who Wants To Be A Millionaire Expat?
#Expat InvestingThe third edition of Millionaire Expat is now available at all major retailers. This article provides a brief summary of the book's content, as well as the backstory.…
Balancing Money, Relationships, Health and Purpose: Rational Reminder Podcast Episode 186
#Talks and Interviews #LifestyleIt was such a pleasure to speak to Benjamin Felix and Cameron Passmore, portfolio managers at PWL Capital. Not only are these guys incredibly knowledgeable on…