Trip to the Vet: A Personal Finance Story (Chap. 11)

Authors’ note: 

Explaining personal finance can be pretty dull. That’s a problem, if you need to learn personal finance.

On a plane from St. Louis to Seattle, I decided to try and fix the problem. What if I could wrap some personal finance concepts inside of a quirky (funny?) short story? My goal here is to present some information, and then add another step in the story. So, when you get to the end, you’ve been reminded of an personal finance concept- but you’ve received the information in a light-hearted way.

This blog post explains the benefit of funding a retirement plan, and how a retirement plan rollover works.

Anyway, that’s the goal here. The stories are written in chapter order, so that there is a logical flow for the reader. Enjoy!

Dan was on his way to the vet when Cindy called.

“Did you feed Louie this morning?”

“Yeah- I’m gonna be about 10 minutes every to the appointment”. Dan glanced at the clock on the dashboard.

Continue reading Trip to the Vet: A Personal Finance Story (Chap. 11)

The Hungover Caddy: A Personal Finance Story (Chap. 10)

Authors’ note:

 Explaining personal finance can be pretty dull. That’s a problem, if you need to learn accounting or finance.

On a plane from St. Louis to Seattle, I decided to try and fix the problem. What if I could wrap some personal finance concepts inside of a quirky (funny?) short story? My goal here is to present some information, and then add another step in the story. So, when you get to the end, you’ve been reminded of an personal finance concept- but you’ve received the information in a light-hearted way.

This blog post explains the factors that impact your credit rating, and how you can take steps to correct your credit information.

Anyway, that’s the goal here. The stories are written in chapter order, so that there is a logical flow for the reader. Enjoy!

Dan noticed the logo on a golf shirt as he walked out the door of Panera: Old Hickory Stick. A young guy in his late teens was walking in, looking bleary-eyed.

Continue reading The Hungover Caddy: A Personal Finance Story (Chap. 10)

The Melted Recycling Bin: A Personal Finance Story (Chap. 9)

Authors’ note:

Explaining personal finance can be pretty dull. That’s a problem, if you need to learn about personal finance.

On a plane from St. Louis to Seattle, I decided to try and fix the problem. What if I could wrap some accounting concepts inside of a quirky (funny?) short story? My goal here is to present some information, and then add another step in the story. So, when you get to the end, you’ve been reminded of an personal finance concept- but you’ve received the information in a light-hearted way.

This blog post explains compounding interest, and how this concept works in favor of investors- and works against borrowers.

Anyway, that’s the goal here. The stories are written in chapter order, so that there is a logical flow for the reader. Enjoy!

Continue reading The Melted Recycling Bin: A Personal Finance Story (Chap. 9)

Dog Treats On The Ledge: A Personal Finance Story (Chap. 8)

Authors’ note:

Explaining personal finance can be pretty dull, but it’s a subject we all need to continually learn about. I’m trying to fix the problem by using a quirky (funny?) story to explain personal finance. In this story, two friends how bond mutual funds work.

The stories are written in chapter order, so that there is a logical flow for the reader. Enjoy!

Having an auto mechanic you trust is really important, Greg thought. More important than a good internist? Maybe so.

Free Personal Finance EBook in 2017: Get sample chapters here

Continue reading Dog Treats On The Ledge: A Personal Finance Story (Chap. 8)

Construction Across The Street: A Personal Finance Story (Chap. 7)

 

Authors’ note:

Explaining personal finance can be pretty dull, but it’s a subject we all need to continually learn about. I’m trying to fix the problem by using a quirky (funny?) story to explain personal finance. In this story, two friends discuss risk tolerance, asset mix and the concept of beta.

The stories are written in chapter order, so that there is a logical flow for the reader. Enjoy!

Is that house going to take up the entire lot- will there be any lawn at all?

Personal Finance EBook: Get sample chapters here

Continue reading Construction Across The Street: A Personal Finance Story (Chap. 7)

The Ice Storm: A Personal Finance Story (Chap. 6)

Authors’ note:

Explaining personal finance can be pretty dull. That’s a problem, if you need to learn personal finance.

On a plane from St. Louis to Seattle, I decided to try and fix the problem. What if I could wrap some personal finance concepts inside of a quirky (funny?) short story? My goal here is to present some information, and then add another step in the story. So, when you get to the end, you’ve been reminded of finance concept- but you’ve received the information in a light-hearted way.

Anyway, that’s the goal here. The stories are written in chapter order, so that there is a logical flow for the reader. Enjoy!

Walmart is already out of ice melt?

How To Manage Personal Finances: New book. Get Sample Chapters here

Continue reading The Ice Storm: A Personal Finance Story (Chap. 6)

The Cross-Country Flight: A Personal Finance Story (Chap 5)

Authors’ note: 

Explaining personal finance can be pretty dull. That’s a problem, if you need to learn about personal finance.

On a plane from St. Louis to Seattle, I decided to try and fix the problem. What if I could wrap some personal finance concepts inside of a quirky (even funny) short story? My goal here is to present some information, and then add another step in the story. So, when you get to the end, you’ve been reminded of an personal finance concept- but you’ve received the information in a light-hearted way.

Anyway, that’s the goal here. The stories are written in chapter order, so that there is a logical flow for the reader. Enjoy!

There’s always a certain amount of tension you can feel when you walk into an airport terminal.

Personal finance book: 2017 Click here for sample chapters and other content.

Continue reading The Cross-Country Flight: A Personal Finance Story (Chap 5)

Thanksgiving: A Personal Finance Story (Chap. 4)

Baked Pie

Authors’ note:

Explaining accounting and finance can be pretty dull. That’s a problem, if you need to learn accounting or finance.

On a plane from St. Louis to Seattle, I decided to try and fix the problem. What if I could wrap some accounting concepts inside of a quirky (funny?) short story? My goal here is to present some information, and then add another step in the story. So, when you get to the end, you’ve been reminded of an accounting concept- but you’ve received the information in a light-hearted way.

Anyway, that’s the goal here. The stories are written in chapter order, so that there is a logical flow for the reader. Enjoy!

Every family is dysfunctional- especially after a Presidential election.

Personal finance ebook: Sample chapters here

Continue reading Thanksgiving: A Personal Finance Story (Chap. 4)

Halloween Night: A Personal Finance Story (Chap. 3)

jack-o-lantern

Authors’ note:

Explaining personal finance can be pretty dull. That’s a problem, if you need to learn about personal finance.

On a plane from St. Louis to Seattle, I decided to try and fix the problem. What if I could wrap some personal finance concepts inside of a quirky (even funny) short story? My goal here is to present some information, and then add another step in the story. So, when you get to the end, you’ve been reminded of a personal finance concept- but you’ve received the information in a light-hearted way.

Anyway, that’s the goal here. The stories are written in chapter order, so that there is a logical flow for the reader. Enjoy!

Halloween weather is always tricky in St. Louis.

This year’s weather couldn’t be better. Greg chuckled to himself as he set up folding chairs in the driveway as darkness set in. Greg’s driveway was situated along a busy route for trick or treaters, so he set up folding chairs, lights, candy (and a cooler of beer) so he could hand out candy.

Continue reading Halloween Night: A Personal Finance Story (Chap. 3)