How to have a stress-free relationship with money

If you have a resolution or goal to take charge of your money in 2024, then this one is for you.


I'm not a New Year's Resolution kind of guy.

But, roughly 40% of Americans do set resolutions for the new year.

I suspect you can guess the top resolutions.

Infographic: America's Top New Year's Resolutions for 2024 | Statista You will find more infographics at Statista

People are going into 2024 with a focus on money first and health second.

While the order of importance changes over time, money and health have been top resolutions for decades. Sometimes health wins out and other years money is the leader.

I suspect that money won out this year because we are coming off of some of the highest inflation rates in my lifetime.

I've been in finance for over 25+ years now, in some shape and form. So, it is not lost on me that most people struggle with their finances. What is also not lost on me is the amount of stress that money creates in people's lives. Even when they aren't living paycheck to paycheck, having a stress-free relationship with money is not guaranteed.

Some of that is because finance is not a language that everyone speaks. I've been lucky enough to have worked in finance for decades, on top of studying the topic on my own time. During that time, I've had a lot of family and friends reach out to me for help. As recently as last week someone I knew was asking for my advance about a home purchase.

Helping people with money decisions is one of the places I like to add value. It is why I committed to helping 1,000 people build a financial plan in 2023. I'm currently sitting at 912 people who have taken my course.

I recently realized that although the course accomplishes its goal of helping people build a financial plan, there is more to reaching stress-free finances than having a plan. There is no doubt that is part of it, but what about helping people better understand how debt works or how to invest their money?

So, I decided to go all in and write a book. I'm calling it Stress-Free Finances.

I am pouring my 25+ years of finance experience into the book.

But, this isn't just another finance book.

I'm giving you a ton of ways to turn what I share into actionable steps.

Including a boat-load of calculators and templates to help you take real steps towards:

  • building a budget
  • forecasting the impact of financial decisions on your budget
  • determining how much you should have in savings
  • what to do with your money when there is too much in savings
  • how much life insurance you should have
  • calculating the real cost of a car or home purchase
  • a method of tracking investment decisions
  • and more!

Not only will you be well-versed in all things finance, but your entire relationship with money will change.

If that sounds like a goal you'd like to accomplish, once and for all, then 2024 is your time!


To pre-order the book, at a discount, click the button below.

I anticipate the book being released in Q1 of 2024 and the cost, once published, being 3x the pre-order rate, so don't delay!

Thank you for subscribing!
Please check your inbox for a link to confirm your email address.

Read past issues

Feb 25
Poor MVP, no one likes you
Feb 24
Beyond Bytes: Why Interpersonal Skills are the New Power Tools for Success
Feb 17
This one question changed how I looked at contingency plans
Feb 10
From $100k -> $75M - this week's fundraising lessons
Jan 27
The next big finance opportunity
Jan 20
This is how long a startup funding round lasts
Jan 09
How I'd market a loan broker business
Jan 02
25+ years of finance experience in less than 5 minutes
Dec 28
How to have a stress-free relationship with money
Dec 17
How to buy a business with little money down
Dec 12
Want to 10x your business? Try the strategy that most people fear.
Dec 05
Why being loan-specific as a loan broker is best
Nov 28
The Power of Micro Markets
Nov 19
Defining success criteria helps remove analysis paralysis
Nov 12
Lessons from acquisitions
Nov 07
My business plan cheat code
Oct 28
Everyone is missing the real point about being overworked
Oct 22
Why you should have a "How to work with me" manual
Oct 18
Selling eggs - my quiet ambition
Oct 13
Breaking Free from 'Meh': The Hidden Impact of a 7 Rating in Life
Sep 24
From Software Engineer to Commercial Loan Broker
Sep 23
A personal message about the importance of your health
Sep 16
Is the SBA 8(a) program going away?
Aug 21
What is a search fund?
Aug 14
My guidelines for speaking engagements
Aug 07
The Ultimate Guide to Picking the Perfect Lender for Your Business
Aug 05
Built to sell - pricing strategies that work
Jul 22
My framework for building impervious value propositions
Jul 12
How to force tradeoff decisions
Jul 09
How I'd Start a Freelance Business Today
Jul 05
The Bookends of Product Management
Jun 28
From the C-suite to Product; How I got here and what you can learn from that
Jun 17
My Digital Detox Experience
Jun 10
AI copywriters wrote this blog post
Jun 03
The SBA Just Made Business Acquisitions Easier
May 27
The power of index investing funds
May 20
The most important skill for entrepreneurs
May 06
I churned out 46,000 words in 90 days using this writing process
Apr 29
⏰ NOW is the time to turn your finance career into entrepreneurship!
Apr 22
How to build your own financial plan in under 1 hour
Apr 15
Define your audience first, then design your product
Apr 08
Getting a business loan just got harder
Mar 25
This one question is jet fuel for productivity
Mar 24
Are the rate hikes over?
Mar 18
This tool removes decision fatigue
Mar 11
The one stat keeping us out of a recession
Mar 05
One key reason raising startup funding is so hard right now
Mar 04
My framework for quickly launching profitable products
Feb 16
What’s the average business loan interest rates?
Feb 13
Everything you need to know about business loan rates
Feb 10
This one tool made me a better entrepreneur
Jan 25
This one-pager is perfect for brainstorming business ideas
Jan 18
Stop making this mistake with your startup’s target market
Jan 11
Powerful tools for researching competitors
Jan 08
User persona template demo
Jan 04
They should take my Marketing degree away
Jan 01
How to confidently charge your worth
Oct 02
Building wealth with Restricted Stock Units (RSUs)
Sep 11
What I’ve learned as a startup analyst for an angel investing syndicate
Jun 24
My favorite economic analysis tools
May 29
Which SBA Loan Has the Lowest Down Payment?
May 01
The Power of a Decision Matrix
Apr 24
Things to consider when buying a business
Apr 17
Buy a Business vs. Start One
Mar 31
How do Micro SBA Loans work?
Mar 03
Common Investor Term Sheet Components
Feb 15
3 Step Process for Generating Business Ideas
Feb 06
Thoughts on <my first Angel Investment>
Jan 11
Lessons from writing over 1,000 words per day
Jan 06
There Are Two Main Types of Business Plans
Dec 09
The Best Pitch Deck Templates