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!

Patch Notes 3.1

December 6, 2021

Patch Notes 3.1 The most recent Quarter of changes at Open World. In this edition of Patch Notes we’re bringing you our…

The Fundamentals

January 27, 2021

I play a lot of Magic: The Gathering. If you know me, this is not a surprising fact at all. I bring…

Non-Stock, Non-Bond Investments

October 15, 2020

Ian covers some commonly-used non-stock, non-bond investments. What alternative investments do you have experience with?…

The Best Investment… l Min/Maxing Money

October 8, 2020

Ian covers the best investment and place to put your money…hint, it’s not in the market!…

Is Refinancing Worth It? l Min/Maxing Money

October 1, 2020

Ian discusses the three things about refinancing you should know and covers when refinancing is worth it. Have you refinanced recently?…

When Things Go Well (Blog Post)

September 24, 2020

Things are difficult right now, in the macro sense. You hear some version of that statement from those around you constantly at…

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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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