Work with Paul: Schedule a 30-minute conversation

What if you already know the financial principles you need? What if the problem isn't strategy, but execution across a life that's grown too complicated to coordinate yourself?

This week, I work through a Morgan Housel idea pulled from a John Reed book. Most fields or industries have three to twelve core principles, with the rest focused on implementation.

In finance, the principles are stable. Your life is not. I share a story about a dual-income family with three kids and six accounts spread across three custodians, where nobody was actually steering the ship. And a personal story about how long it takes to act on principles you already know.

The action this week is small. Write down the five to eight financial principles you actually live by. Audit your decisions over the last six months against them. The gaps aren't a strategy problem. They're an application problem.

Connect with Paul

If you're a working parent juggling a senior-level career and a growing family, and are tired of coordinating four different advisors to run your financial life, I do complimentary 30-minute conversations. Schedule one here.

For resources discussed in this episode, visit tammacapital.com/podcast.

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Resources Featured in This Episode:

How a Financial Planner Can Help You

Aligning Personal Interests with Financial Objectives: A Five-Step Guide to Effective Wealth Planning

Spring Clean Your Finances; 5 Ways to Get Financially Organized