Beyond Numbers Archives - Thinking Beyond Numbers

For many of my clients, wealth accumulation is fun. They enjoy saving money and seeing their net worth increase. But when they retire, some have difficulty transitioning into the draw-down

by Rich Feight, CFP

Beyond Numbers

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100 Things List

Are you getting the most out of life? Do you know what makes you happy? One strategy can help you gain clarity on what you should be doing - 100

by Rich Feight, CFP

man and woman sitting on bench in front of beach

Beyond Numbers

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A Life Well Spent

Retirement is not as easy as you might expect. There is no right or wrong way to do retirement. Some may seem more successful at it than others. But it's

by Rich Feight, CFP

Beyond Numbers

Financial Planning

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What’s Your Money Story!

Do you have a money story? Do you know what a money story is? It is possible that your money story is holding you back and you don't even know

Cryptocurrencies and Behavioral Biased Investing

There has been a lot of news about cryptocurrencies lately. Be it Bitcoin or Dogecoin or any of the others, you might be wondering - should I invest in cryptocurrencies?

by Rich Feight, CFP

Beyond Numbers

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Are You A Financial Rockstar?

How you see yourself has a lot to do with how you experience life. If you see yourself as happy, you're probably happy. If you see youself as smart, you're

by Rich Feight, CFP

Beyond Numbers

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How Values and Beliefs Shape Your Finances

Beliefs and values shape your finances whether you know it or not. If you think you're bad with money, chances are you're right. If you don't value financial independence, you'll

Using Money to Live a Life without Regrets

Do you have regrets? You might be one of those people with no regrets. But if you have regrets, do some inner (and maybe outer) work so you can live

What is an Ethical Will?

Two years ago I was at a National Association of Personal Financial Advisors conference in Phoenix when I heard about an ethical will. Elana Zaiman, author of The Forever Letter,

by Rich Feight, CFP

Beyond Numbers

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Overcome Present Bias and Think Like a Millionaire

Do you make good money, but can't seem to save? Does your net worth not reflect your income? You might have Present Bias? If you don't know what I'm talking

by Rich Feight, CFP

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