Building Wealth Without Losing Yourself

You’ve spent months obsessing over spreadsheets and feeling guilty about every nonessential purchase, and you still wake up exhausted. You know how to optimize your investments and minimize your tax bill. None of that matters if you have no energy left to enjoy it. We get into balancing cash flow and wellness, why not every “frivolous” expense is wasteful, and the money moves that protect your peace of mind now. You’ll learn how to evaluate self-care spending and which insurance strategies protect your capacity to live the life you’re building.

Key moments:

(07:06) The question to ask before you cut any expense

(17:51) The hidden bill for doing everything yourself

(28:31) When and why to get disability insurance early in your career

(34:01) Redefining wealth around capacity, energy, and time

(44:18) Give the inheritance now and watch them enjoy it

Resources mentioned:

The Seven Principles for Making Marriage WorkFSA StoreConsumption Smoothing blog post

⬇️ Download our free financial independence with student loans calculator.

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