About

Hello!

My friends call me Soda. Guess that means you can call me Soda, huh? :)

I'm the creator of this blog and glad you found me

I'm a self-proclaimed numbers geek.

I even began the wooing of my future wife by offering to show her how to use a financial calculator. True story.

I talk about money issues A LOT on this blog. Do I have credentials? You betcha!

Street Cred:

• Lost $5,000 investing in a penny stock. That's one way to learn!
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• Didn't invest my emergency fund into GE stock that could have made me $75,000. Would-a, should-a, could-a!
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• Did sucker convince over 140 people to write about the Roth IRA on the same day all because I danced to LMFAO.
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• And I'm pretty sure Dave Ramsey thinks I'm nuts.

Okay, maybe that's not the street cred you were looking for.

How about this: I'm a CERTIFIED FINANCIAL PLANNER™ professional (if it has a trademark it has to be legit, right?), the CEO of my own wealth management firm and wrote a best-selling book on personal finance.

Does that help?

If not, then you'll have to settle for the fact that I'm obsessed with In-N-Out Burger, can deadlift over 500lbs, and may have threatened to punch some other financial advisors in the face.

Why You Are Here

Fact: Most financial advisors like to use BIG fancy words like beta, standard deviation, and upside capture ratio.

(rant: seriously… upside capture what?)

These BIG words make me want to puke because 99.9% of the population could care less.

Fact: If you don't start investing for yourself, no one else will.

That's why I'm here. And that's why I'm excited and grateful that you are here.

My mission, should you choose to accept it, is to help you gain full control of your money situation so that one day you can experience what financial independence truly tastes like.

And my friends, it tastes delicious!