Planning 2/4

Financial tactics and tools for self-starters to achieve enduring financial freedom decades ahead of the norm. Delivered once a month on the first Saturday.

7 Reasons to Stop DIY Investing and Hire a Financial Advisor

Are you frustrated with the level of growth you experience when you attempt to invest on your own? Do you feel left out when your friends...

Donovan Carson

Mar 10, 20243 min read

What is the 4 Percent Rule in Investing? 3 Important Things to Know

The thought of outliving your retirement savings is enough to keep anyone up at night. That's why it is crucial to stick to a proven...

Donovan Carson

Mar 10, 20243 min read

Evidence-Based Investing: What Is It?

Some avid investors will say that there’s an art and a science to investing. But when it comes to choosing an investment style that works...

Donovan Carson

Mar 10, 20243 min read

Is it Time for an Investment Advisor? Ask Yourself These 5 Questions First

If you want to avoid outliving your money, investing can be a great way to continue to grow your nest egg as you approach — and enter —...

Donovan Carson

Mar 10, 20244 min read

How Age Impacts Your Investment Decisions

Your mindset and goals continually evolve over time. At age 25, you might be focused on paying off student loans and saving up for your...

Donovan Carson

Mar 10, 20244 min read

What to Do When the Market Tanks

You notice over your morning coffee a stern warning emanating from your television as the very serious business reporter notes the Dow...

Donovan Carson

Mar 10, 20244 min read

[Infographic] What to Do When the Market Tanks

Invest In a Life You Love, When You're Ready, There Are Three Ways I Can Help You Become a Client—Apply to become a client of mine and...

Donovan Carson

Mar 10, 20241 min read

Investments Keeping You Up at Night? Managing Stress During Market Volatility

For millions, the pandemic has served as a source of financial distress and worry. This rings true, in particular, for investors of all...

Donovan Carson

Mar 10, 20244 min read

The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference

When we think of financial health, a few things might come to mind. We may think of our own financial status, our investments, the Dow...

Donovan Carson

Mar 10, 20244 min read

Are You a Financial Procrastinator? 5 Ways to Overcome it

Procrastination is a real thing that can trickle into other areas of your life. Financial procrastination is one of those areas. What is...

Donovan Carson

Mar 10, 20243 min read

4 Things Every 20-Something Should Know About Money

Developing good money habits in your early adult years can help you position yourself for financial stability and better grow your wealth...

Donovan Carson

Mar 10, 20244 min read

6 Common Money Management Mistakes Made By Millennials

Money management can be difficult but is absolutely necessary. One or two bad financial habits can quickly lead to growing debt, and even...

Donovan Carson

Mar 10, 20243 min read

4 Easy Tricks to Avoid Getting Emotional About Your Investments

Whether you’re new to the stock market or a seasoned investor, it can be hard to keep your emotions in check. As you hear unsavory news...

Donovan Carson

Mar 10, 20244 min read

Behavioral Finance Book Roundup: 6 Must-Reads

For many, it can be a challenge to keep their emotions in check when it comes to investing. Staying steady as you watch the stocks you’ve...

Donovan Carson

Mar 10, 20243 min read

What is FIRE Retirement and Should You Consider It?

If the idea of retiring in your early 50s’, 40’s, 30’s or even late 20’s appeals to you, you may be interested in joining the FIRE...

Donovan Carson

Mar 10, 20244 min read

How to Live Well Together With Your Partner in Retirement

Interestingly enough, when it comes to retirement, most couples spend a good amount of time planning financially but then often neglect...

Donovan Carson

Mar 10, 20243 min read

8 Ways Highly Successful People Set And Achieve Goals

When you see successful people who have done well for themselves and achieved a great deal, you may wonder just exactly how they did it. ...

Donovan Carson

Mar 10, 20244 min read

How to Make Your Money Last in Retirement

Since there is no exact timeline on how long we will live or what our future may hold, it’s understandable to have questions and concerns...

Donovan Carson

Mar 10, 20243 min read

Why so Many People Make but Don't Keep Their Fitness and Finance Resolutions - and How to Keep Yours

In reality, many people break their resolutions, but why is that? One of the biggest reasons we don’t stick to our resolutions is that we...

Donovan Carson

Mar 10, 20243 min read

Bullet Journaling Your Way Toward a Budget

Most of us have tried at least once to set a budget and stick to it. For many, apps on their phone or spreadsheets on the computer help...

Donovan Carson

Mar 10, 20244 min read