Financially Free Era by SLP Wealth

When Should You Actually Sell an Investment?

You’ve spent years building up your investment accounts, carefully choosing low-cost index funds, maybe picking up some stock along the way. Now you’re eyeing those balan

Your Brokerage Account Is NOT Your Retirement Account

If you think of your brokerage account as just a place for leftover savings, or consider it “retirement, but with more taxes,” let’s rethink that. I explain why brokerage

Do You Need a Financial Planner or a Marriage Counselor?

Money and relationships are tangled together in more ways than one, and it's often the money conversations (or lack thereof) that fuel resentment or miscommunication. We

The Case for a Simpler Financial Life

Money can be a source of joy, but it’s also a major drain on your mental energy — especially when your financial life is cluttered with too many accounts, endless “should

Why an LLC is Useless for Taxes

There’s a lot of noise online about LLCs — mainly the idea that setting one up is the secret tax hack for anyone with a side hustle or self-employment income. We get into

8 Ways to Reduce Taxes in your Taxable Brokerage Account

Taxable brokerage accounts are the most flexible account you'll own but that flexibility comes with a catch: nobody's shielding you from the tax bill. We walk through how

Why Momentum Matters More Than Perfection

If you have student loans, you've probably heard me say "now we wait," and I'm worn out watching the Department of Ed and servicers take 60, 90, sometimes 120 days to pro

You Make Good Money. Now Everyone Wants to Sell You Something

Something strange happens when your income starts climbing: the sales pitches show up. Suddenly you're apparently qualified to own oil wells, apartment syndications, capt

Avoid Fear-Based Finance

Frugality masquerading as a financial plan is one of the most common traps for high-income professionals, and some of the loudest voices in personal finance are pushing y

Are We in an AI Bubble? Here's What We'd Do Either Way

Everyone’s talking about artificial intelligence, and it’s hard to miss how the hype is playing out in the stock market—tech companies are seeing sky-high valuations, and

The Addiction to Being Busy: Why High Achievers Struggle to Slow Down

Most of us think that financial freedom is just about hitting the next big goal — paying off debt, buying the practice, finally retiring. But what happens when you get th

Brokerage Accounts: The Stuff Nobody Tells You Until It Costs You Money

Brokerage accounts might be the most misunderstood accounts in personal finance, and the mistakes we keep seeing in portfolio reviews are costing people money, flexibilit

Dollar Vertigo: Why Your Brain Gets Weird Around Money

Why do we agonize for 20 minutes over a $10 coupon, then say yes to a $17 margarita without blinking? This is what I call dollar vertigo, a pattern where our brains over-

The One-Shaved-Leg Theory of Financial Planning

A lot of us are walking around with the financial equivalent of one shaved leg: the important thing we know we should handle, but that keeps sliding down the to-do list b

Why People Get the Math of Tax Loss Harvesting Wrong

A lot of DIY investors look at tax-loss harvesting and decide it's barely worth the trouble, assuming it's just a way for AUM advisors to justify their fees. That math is

Trump Accounts: Greatest Ever or Overhyped?

Parents want to know if Trump Accounts are worth the money or just another kids’ investment option. We pull apart what Trump Accounts are, who can open one, and how the r

The $200k-$500k Trap: Why Making More Money Still Feels…Meh

Making $200,000 to $500,000 a year should feel like you’ve made it, but for many, it’s the most stressful and confusing time in their financial lives. More money brings n

Will AI Kill Financial Planning

AI tools seem to be everywhere right now. It’s only natural to wonder if human financial planning is still worth it, especially as new platforms promise smarter automatio

What This Tax Season Is Teaching Us

We sit down to recap what we saw this season and the fixes you can make before next year's return. You'll learn how Form 8606 keeps your backdoor Roth from getting taxed

Data Over Drama (In Your Finances)

Feelings and headlines can easily influence the choices we make with money—often at our own expense. I walk through how relying on stories or vibes (instead of cold, hard