Creating a Rich Life

Ready to rest and fresh your family and financial goals? This year we’re exploring how to have a rich life! The Challenge: Make 2023 A Rich Life Okay, that’s a pretty bold statement – have a rich life. Let first back track on how I came up with this theme for the season and then […]

Deep Habits: Read Less, But Better

Reading is an integral part of my daily life. As a homeschooling parent, I often have to read ahead with lessons to ensure I’m prepared to discuss the materials with our daughters. My personal finance work also requires me to review books or articles when interviewing someone. On the data analysis side, I’m reading about […]

Listener Mailbag: Best Personal Finance Books, CoastFI, and More!

Is pursuing CoastFI a smart move for families? Looking for the best personal finance book for you? We dive into these questions and more in this mailbag episode! Listener Q&A: CoastFI Questions and More We’re wrapping up this season of the podcast by focusing on one of my favorite parts of Simplify and Enjoy: our […]

Money Goals: Doing Year End Review

With the year wrapping up soon, now is a wonderful time to do a year-end review of your money goals and set yourself up for an incredible year ahead! Reviewing Your Money Goals for the Year It’s that time of year again!  Besides our monthly money reviews, one of the things we do is a […]

Protect Yourself Against Identity Theft, Data Breaches, and Scams

Data breaches and identity theft are becoming a regularly part of our lives. Learn how you can protect and secure your personal information! How to Secure Your Info from Data Breaches  Identity theft, data breaches, and scams are something that many of us are dealing with way too frequently. Recently, I got a letter from […]

Should We Switch to a Credit Union?

 Are you frustrated with your bank? Are you getting hit with needless fees? Or feeling like you have to fight to get some good customer service? Today, we’re going to look at credit unions and we’re going to see why they may be the right option for you.   Why Where You Bank Matters One […]