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!

The Anti-Quick Fix

September 18, 2023

What do all three of these niche gaming trends have in common? They aren’t a quick fix. These trends are built off…

Half a Decade – A Thank You!

August 25, 2023

As of yesterday my firm has been around for half a decade. For those of you that don’t know, Open World was…

Employee Stock Options: Understanding the Contract

August 10, 2023

ESOPs are often powerful tools that can be used to maximize your earnings from a company. However, it’s important to understand funding…

Student Loans Update

July 31, 2023

The new student loan update, which introduces a new payment plan and a list of small changes to the formulas for other…

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…

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Strategic Alliances

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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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