Good Financial Reads: How To Use Economics, Automations, and Context for Personal Finance

2 min read
February 17, 2023

A phone propped up next to a piggy bank.

Three Automations to Improve the Flow of Money in Your Life

by Michael Reynolds, Elevation Financial LLC

Doing all the “right” things with money can be a challenge. And spoiler alert: there is no one “right” thing.

Intellectually, we know what will help us achieve success. Save money. Avoid debt. Invest in retirement accounts. Budget. The list goes on and on.

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How Much to Save in 2023

by Eric Roberge, Beyond Your Hammock

Here’s our 4-step framework to help you hone in on a savings rate that’s right for you.

If you ask 10 different people how much to save per year to set yourself up for a secure financial future, you will probably get at least 15 different answers. Talk about confusing!

[Read the Full Article]


A Top Economist's Take on Personal Finance With Dr. Laurence Kotlikoff

by Grant Bledsoe, Three Oaks Wealth

Economics applies to every industry at the individual, national, and global level. In this week’s episode, we have a distinguished guest who is on a mission to make economics useful at all levels. Dr. Laurence Kotlikoff is an economics professor at Boston University. He is also the author of Money Magic, a personal finance book written from an economist’s standpoint. Today’s podcast examines his book and financial outlook, which frequently counters conventional economic theories. Throughout the podcast, he shares his experience in handling personal financial decisions while also discussing some insightful observations about the state of our country.

[Listen to the Podcast]


Money Is Not a Math Problem: How Using Numbers Alone Leads to Irresponsible Planning

by Eric Roberge, Beyond Your Hammock

“It’s irresponsible to use math alone to build a financial plan,” says the Certified Financial Planner with a bachelor’s degree in finance and accounting from the number-one entrepreneurship college in the country.

Wait, what?

[Listen to the Podcast]

Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.

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