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!

How To Evaluate a Mutual Fund

September 10, 2020

How To Evaluate a Mutual Fund: Ian walks through three basic criteria that he uses when he’s evaluating a mutual fund quickly. When you

Which Account Type Should You Use?

September 3, 2020

Which Account Type Should You Use?: Last week Ian covered How To Get Started Investing, so this week he’s talking through account types. Should

The Steps To Begin Investing

August 27, 2020

The Steps to Begin Investing: Ian walks through the basic steps to start investing well. Start saving emergency funds, contribute to an investment account,

Two Year Anniversary!

August 20, 2020

TRANSCRIPT: What’s up internet? My name is Ian Bloom. Welcome to Open World Financial Life Planning’s second year anniversary video. I am your resident

Journey Home (Blog Post)

August 13, 2020

TRANSCRIPT: The sound of my FR-S’s engine is the only noise that permeates the stillness of the tranquil mountainside. My hand hangs out the

Are Financial Planners Worth It? l Min/Maxing Money

July 28, 2020

Ian talks about the process of working with a financial planner and answers the incredibly self reflective question. Oh yeah, and he gives you

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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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