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Strive To Wake Up And Do Nothing (With Your Finances)

This quote changed the way I think about my career. Soon after I read it, a coworker complained to me that his manager was dumping menial work on his underlings; to the point it appeared he was taking on very few tasks. Previously, I would have sided with my coworker thinking this manager was not […]

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Santa Claus vs. Warren Buffett

Welcome to the fourth installment of the Santa Claus Stock Portfolio review. In 2013, Santa assembled a portfolio of dividend paying stocks based on his unique perspective on Christmas and the holiday shopping season. Every year since we’ve compared the performance of his portfolio to the S&P 500 Index. After elf-sized returns last year, Santa’s […]

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Put It On The Line: Advice From a 9-Time World Champion

A few months ago I was cleaning out my basement and uncovered a 25-year-old autograph. It’s from one of the most competitive and influential athletes to ever represent a sport. His words were inspirational to my 16-year-old self, and reading over his simple phrase today reminds me that we’re all capable of accomplishing extraordinary things […]

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The Nude Selfie Of Personal Finance

The signs in the gym locker room are clear: Picture taking in the men’s room is strictly prohibited. Please inform the front desk of violations. Yet every once in a while, some beefcake dude will stand there in front of the locker room mirror, whip out his phone, and snap a selfie. I sort of get it. […]

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There’s Always Money In The Banana Stand

Arrested Development was an early 2000’s TV comedy loved by its fans. Despite critical acclaim, it failed to gain traction and the show was canceled after three seasons. Years later it was revamped as a Netflix series thanks to the enduring hilarity of the first three seasons and its grassroots fan base. Challenged with cast schedules, the […]

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Lessons Learned From 20 Years Of DRIP Investing

As my investing strategy has evolved over the years, I’ve started to move away from DRIP (dividend reinvestment plan) investing. In part, because of the extra 1099-DIV tax form and costs basis data. But also because I’m now pooling dividends and reinvesting them into more undervalued stocks. The varying fees are annoying too. I still […]

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Image courtesy of Arvind Balaraman / FreeDigitalPhotos.net. Doodle by RBD.

Don’t Hate the IRS – Follow These 8 Tax Filing Tips

This article was originally published in January 2014. It has been recently updated. The tax filing season starts on January 23rd for 2017. You’ll have until April 18th to complete them (thanks to D.C. Emancipation Day). In preparation for the tax season, it is imperative that you have a strategy to complete your taxes quickly, […]

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Even Steven

Featured On Even Steven Money

I’m excited to share a featured post with your over at Even Steven Money. Click here to check out the interview! Steven was first kind enough to ask me to join his Financial Independence Day list, where I’m currently in last place at #31 (it’s not a race!). Then we hung out in Charlotte during […]

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The Retire Before Dad Story

At age 27, I was broke, unemployed, and living at home with my parents. Not surprisingly, I was single too. Sounds depressing, right? Not so. I had recently returned from an epic 14-month backpacking trip to Asia and Latin America, spending just $10,000 on the entire journey, then completed a three-month, 8,000-mile road trip throughout the U.S and […]

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20 Years In The Chevron DRIP

For my birthday in 1995, my uncle gifted me one share of Chevron (CVX) stock out of his dividend reinvestment plan (DRIP). He was an employee at the time. He instructed me to regularly invest small amounts of money into the program and automatically reinvest the dividends I received. Eventually, he said, the quarterly dividend would […]

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Featured On Debt Free Guys

Quick post today to point you over to the Debt Free Guys blog. John and David have been kind enough to feature me on their Money Masters series. THANK YOU!!! Click here to read the entire post. Please check it out! In the post, you’ll learn more about my story, my point of view as […]

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Recent Stock Purchase: Parker Hannifin (PH)

An updated version of this article was published on Seeking Alpha. My goal as an income investor is to create a portfolio of investments that generate reliable and compounding cash flow to grow my net worth and fund my eventual retirement, prior to age 59 1/2. I’ve deployed a strategy of creating multiple streams of income including real […]

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The Holy Grail of Travel

When it comes to time, money and travel, people fall into one of four categories: Backpackers – Lots of time, but a finite amount of money Vacationers – Enough money, but not much time Broke People – No money for travel and very little time Financially Independent Travelers – All the time and money needed […]

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14 Months, 18 Countries, $10,000

In my mid-twenties, I quit my job to travel the world for 14 months. I visited 18 countries and spent about $10,000. A future lifestyle of frequent and extended travel in retirement, funded by investment income, is what motivates me to reach financial independence. This post is about how I was able to travel the […]

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