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Live Session on Affordability and Choice Spending
45-minute live session
Jan 12 • Robert Puelz
Your Number That Changes Everything
Everybody has their living standard.
Jan 12 • Robert Puelz
Lifelong Affordability
Financial well-being at a higher level
Jan 7 • Robert Puelz
"How-To" Spending and Affordability
Good morning, subscribers!
Jan 5 • Robert Puelz

December 2025

Expanding the Mission - A New Home for Financial Planners
A second home
Dec 19, 2025 • Robert Puelz
We Share A Lot with Olivia Rodriguez
It isn’t that Olivia Rodriguez is 25 and brilliant, works for a hospital, or is a fan of pickleball and GFore clothing.
Dec 15, 2025 • Robert Puelz
Sports Bets and Insurance
What unaddressed risk is your biggest gamble?
Dec 9, 2025 • Robert Puelz
Nobel Ideas for Real-Life Money Questions
Merton, MaxiFi, You, and Me
Dec 1, 2025 • Robert Puelz

November 2025

From “Not Good at Math” to Confident Investor
Here's How
Nov 24, 2025 • Robert Puelz
How Well Was Risk Managed?
About two weeks ago, I talked about an easy way to invest if you want to dip a toe into stocks but don’t want a front seat rollercaster ride.
Nov 20, 2025 • Robert Puelz
The $2,000 Stimulus Check
What would you do with a $2,000 stimulus check?
Nov 17, 2025 • Robert Puelz
Pricing Your Passions
The stock market softens when the U.S.
Nov 14, 2025 • Robert Puelz
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