Ian Bloom

that dream castle. The book contains both insights and a series of exercises to walk you through the process of getting your financial household in order. Now, let's achieve accumulation."

basic strats for getting your income, spending, debt, savings, and investing under control. Building this coordinated start to a financial plan will get you well on your way to accumulating the hoard you need, vanquishing your enemies, or finally saving up the down payment for

The book is out! You can order paperback or download the eBook today! amazon.com/dp/B0FKZ36RZY I'd appreciate any reposts, likes, comments, or purchases. I'm very proud of this book and would love your support in ensuring it does well!

P.S. If you're reading this and you're a client (or referred one to me) thank you so much. These last seven years, prior book, and upcoming book are all made possible by your support. You're awesome!

the new things in finance or attend CE webinars. It's really simple, but so many things in the human experience come down to these smaller bites of productivity.

This week (Friday) will mark 7 years of me running my own firm. To honor this, I've got 7 days of cheesy analogies/lessons that I think are both fun and insightful. 1) Since starting to take care of our own home, I've learned a lot about maintenance. All the maintenance

XYPN has other planners at: advice.xyplanningnetwork.com If you're not yet ready to sit down with someone, but still want to build a good foundation, check out my new book Achieving Accumulation! It comes out on August 29th. Follow me for a reminder when it launches!

If you're looking for help, reach out to a financial planner. My calendar is available at: openworldfp.youcanbook.me

A lot of my work as a planner is helping clients see their financial situation clearly and implement a solution. Some clients are saving well, but have a lot of fear of losing assets. Another client is earning good income, but has the vague feeling that they aren't saving and

institutions to do something that makes us look good in the short-term, but hurts us in the long-term. But that's just my opinion. If you want to learn more, here are a few sources: kitces.com/blog/obbba-one… apnews.com/article/trump-… youtu.be/ze-pX3L1EQ8?si…

We should not be cutting taxes (mostly for the wealthy, by the way) when we are struggling with 5 years of high inflation due to COVID-era fiscal policies. We should be increasing taxes on people who have plenty. Finally, we certainly shouldn't be putting pressure on our

An oft-asked question to financial wizards like me is something like "What do you think of the market right now?" or "How are you feeling about the economy?" I struggle to answer this most times, as I'm no macroeconomist.