Liz Gets Loaded

Just a little personal identity crisis over here, no big deal!

I couldn't settle on one topic this week so you get 5 baby topics.

Nectarine is a start up aiming to disrupt the financial advisor industry. To be clear, they don't know I tried it! I was like a secret shopper. I do have a referral link that generates a small commission if you use it: Flat-Fee Hourly Fiduciary Financial Advisors - Nectarine (hellonectarine.com) I will be compensated by Nectarine if you use my affiliate link, which creates an incentive and con...

July was bonkers, here's what we spent all our money on

June's spending recap! And a recap of the first half of the year.

It's been a minute! Here's what's been going on with me. I missed ya!

[From the archives] This week I mentioned donor advised funds in an IG story and got a few DMs asking if I could do an episode about them! So I'm re-running this episode from last year. Other episodes older than a year are behind a subscription on Spotify. - Charitable giving hacks: 'Smart giving' through Effective Altruism and Donor Advised Funds: what I've learned and how it chan...

It's a mixed drinks episode! So instead of longer thoughts on one topic, shorter thoughts on three topics.

Aye aye aye everything is adding up in more way than one.

I have heard this said a lot (and I have repeated it) so I set out to find out if people with unlimited PTO really take less time off.

You know I will complain, complain, complain when expenses are high so I gotta celebrate when the income is unexpectedly high, and in April money was coming out of the walls.

An update on where my 2024 goals stand as we're one third of the way into the year.

Using the concept of an MVP, minimum viable product, as a way to try things before you drop money on a concept.

One income plus one time big expenses means those paychecks go quick. A recap of everything we spent money on in March.

I just think you're incredibly smart and capable and I want you to know I believe in you. Federal Income Tax Calculator (2023-2024) (smartasset.com)

It's so easy to get attached to stock that you're holding and can be hard to know when to sell it. But especially when it was part of your compensation from a job. I finally let go of stock I've been holding onto because it represented my career growth and my blood, sweat, and (literal) tears.

Feeling lucky to have extra money coming in and also like I spent it in the most boring way possible except for jussssst one splurge.

Funding IRAs, medical bills, concert tickets, and other places my money and energy are spending time.

February was our first month living entirely on just my paychecks! And candidly our savings rate fell into the single digits. This episode has the scoop.

I listened to this podcast: Home - rich & REGULAR (richandregular.com) And it recommended this book: Dying for a Paycheck - Jeffrey Pfeffer And now I'm recommending it to you!

A detailed, more than you wanted to know comparison between Monarch Money and YNAB (You Need a Budget)

Every month I do a little recap of how we spent. January was weird and boring at the same time.

I went to Costco and made a list of all the things I almost put in my cart but didn't and then I shared that list with you.

Okay nine goals for 2024. I think the first one will make you laugh and number 8 will be your favorite.

From figuring out how to use a public EV charger to finally signing up for that cooking class, a list of things I feel happy and proud about from 2023.