AI Snips
Chapters
Transcript
Episode notes
Career Pivot Into Financial Education
- Rick Van Ness lost his long-term HP engineering job and pivoted to teaching finance after being laid off.
- He leveraged MBA training and YouTube to reach a much larger audience with personal finance education.
Write A One-Page Financial Plan
- Write a one-page workable financial plan and iterate until it reflects your values.
- Use the plan to surface knowledge gaps and keep important goals visible in daily life.
Begin Saving Early (But Start Now If Late)
- Start saving early and create a concrete plan to pay student loans while saving.
- If you start late, calculate what you need and increase tax-advantaged saving without taking inappropriate investment risk.