Videos, Blog Posts and Resources | Open World Financial Life Planning

Check out our latest videos, blog posts and educational resources on all things related to financial planning, investment management, and more!

2023 Newsletter And Updates

January 6, 2023

Welcome to 2023! I hope your holiday season and new year celebration was cathartic. I’ve come into the new year feeling extremely…

Patch Notes 3.3

June 10, 2022

This Patch Notes brings you a single, smaller update and a host of things that I’m working on. The only updates to…

Fear and Uncertainty: The Biggest Financial Debuffs

June 9, 2022

It’s happening again, In Real Life. Or, more appropriately, it happened. The in-game economy (or at least investments within it) has crashed,…

Using a Savings-First Strategy to Snag Buffs

April 28, 2022

players hoard their riches. This misconception often runs so deep that players will avoid seeking the help of a financial planner. The…

How R are your SUs?

March 31, 2022

Real Life has rules that aren’t always transparent when you first start your playthrough. One of the fastest paths to creating wealth…

Patch Notes 3.2

March 4, 2022

As we kick off the beginning of the year and approach the end of the first quarter, there’s been a few points…

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Strategic Alliances

We select quality organizations to align our firm with. These are some of the vendors that we use.

Level Up Your Financial Skills

Ever wish your finances were more like a video game? It’s dangerous to go alone! Take this book. A Gamer’s Guide to Money connects the stale world of financial planning to gaming in a meaningful way to help you level up your financial skills.

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