Almost two years ago, on my first day back from paternity leave, a calendar invite from HR titled “quick sync” landed in my inbox.

“I hope you’ve been having a wonderful time with the new baby. Unfortunately, we’re going through a reduction in force…”

You know the rest.

Shortly after that, I decided to try consulting (i.e., working for myself) full-time. Two years feels like just enough time to give an honest evaluation on how it’s all going.

This is my friends & family newsletter. You probably signed up after reading one of my articles, a LinkedIn post, or after we met.…

I’m often asked what personal finance books I’d recommend.

I don’t open with this to show off how (incredibly!) financially savvy I am, or humble brag about signal how (very) often people flock to me for advice. I think recommendations require context. Especially when it comes to money.