Buffs and Debuffs From Having A Child
Buffs and Debuffs From Having A Child: Ian covers the financial planner’s take on clients adding a kid. What sort of buffs and debuffs does he notice when parents have their first child? How do you assess if it’s the right move for you? Worksheet: TRANSCRIPT: What’s up Internet? Welcome to Nerd Finance. I’m Ian […]
Party Expansion: When Should I Hire a CPA?
Party Expansion: When Should I Hire a CPA?: Ian answers a question he often gets from friends and clients alike “Should I Hire a CPA?” Certified Public Accountants can be very helpful professionals to add to your party. So, when should you hire one? TRANSCRIPT: What’s up Internet? Welcome to Nerd Finance. My name’s Ian […]
What can 7 Wonders teach us?
7 Wonders is an awesome board game that features a drafting mechanic and a race to build the most dominant civilization. The victory points can come from structures, military, science, or even building out your Wonder! But, there’s a hidden lesson in this game about finance. What can 7 Wonders teach us about money? TRANSCRIPT: […]
Journey in Hana
Let’s start this off with a disclaimer. There are a lot of very wonderful people who mean the world to me in this story. Few of them are named, because the work is ultimately deeply personal. If you are one of those people and would like to be named, feel free to let me know! […]
The Financial System is Broken (Rant)
The Financial System is Broken (Rant): Ian has a bone to pick with the U.S. financial system. When the default output of the system isn’t a successful, financially independent future, what can you do? While Ian doesn’t usually rant, sometimes talking about the broken financial system candidly is a must. TRANSCRIPT: What’s up Internet? My […]
The Elements of a Plan
The Elements of a Plan: As a follow-up to our last video on what Open World’s process is like, Ian goes over the elements of any financial plan. These three things (and a bonus) can actually be applied to most plans and goals in life, but they are especially relevant when working on a financial […]
Journey to Hana
Imagine knowing nothing of a career, not even dreaming it would exist, and then standing on its most sacred ground five years later. It’s awe-inspiring. Hana is the epicenter of life planning, brought into existence by George Kinder. With the goal of connecting the mental side of money with the meaning that we are looking for in […]
The Planning Process at Open World
The Planning Process at Open World: Ian walks through the six steps in the Open World Financial Life Planning process. TRANSCRIPT: What’s up, Internet? My name’s Ian Bloom. Welcome to Nerd Finance. I’m your resident financial life planner and huge nerd. In today’s episode, we are going to be talking about our process here at […]
The Best Home You Can Buy (In Skryim, IRL)
TRANSCRIPT: What’s up, internet? My name’s Ian Bloom. Welcome to Nerd Finance. I’m your resident financial life planner and huge nerd. In today’s episode, we are going to be covering a topic that’s been bothering me for at least the past eight years, which is: What is the value of a home in Skyrim converted to […]
Setting Goals that Matter (And My Goals for 2020)
TRANSCRIPT: What’s up Internet? My name is Ian Bloom. Welcome to Nerd Finance! I’m your resident financial life planner and huge nerd. In today’s episode we are going to be talking a little bit about goal-setting and my firm’s goals for 2020. I have a pretty big belief that if you don’t put your goals […]