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One Big, Beautiful Bill: 9 Key Provisions (+ Macro Concerns)
At the time of this writing (July 4th, right before I step away for vacation!), the Senate and House have approved the One Big Beautiful Bill Act and it is on President Trump’s desk for ...
Playing It Safe Might Be the Riskiest Thing You Do
We often frame risk tolerance as merely a portfolio question: “How much volatility can you stomach?” But it’s more than that. It’s a life question too. I was reminded of this while watching my 2-year-old ...
Hormesis: The Science of Doing Hard Things for a Longer, Stronger Life
We live in the most convenient time in human history. With a tap on your phone, food appears at your doorstep. The thermostat holds your home at the perfect temperature. You don’t even need to ...
Lessons from Gilgamesh: On Health, Meaning, and What We’re Really Chasing
Our house has been filled with myth lately. My six-year-old son Manny is in the thick of Greeking Out, a National Geographic podcast that brings Greek mythology to life. Dinner conversations now bounce between Heracles, Poseidon, ...
This Time Is Different
“This time is different.” It’s a phrase that echoes through every market downturn, every geopolitical shift, every new technological revolution. And lately, we’ve been hearing it a lot more – from headlines warning of the fall ...
Designing Your Immortal Financial Plan
In my recent Kiplinger contribution, I explored how longer lifespans may fundamentally reshape important life planning decisions. But those questions point to a more universal concern: How do we create lives of meaning while ensuring our ...
Living Beyond Age 100: A Possibility With Financial Impact
Living beyond age 100 might sound like the stuff of science fiction, but think about how many once-impossible ideas are now part of everyday life. Air travel, landing on the moon, mobile phones and even ...
2025: Key Financial Updates
The new year brings important updates to retirement savings, tax thresholds, and more. Here’s a quick roundup of the changes to help you plan ahead: 401(k) and 403(b) Contribution Limits In 2025, the employee contribution ...
Meet Our New Director of Client Care
We’re growing to serve you better! At wHealth Advisors, our mission is to use personalized and comprehensive financial planning to empower you to live your richest life. To strengthen our ability to serve you, I’m ...
Life Lessons from the Stock Market
The stock market is often compared to a roller coaster, filled with ups and downs that mirror the unpredictability of life itself. Both are driven by forces beyond our control, yet they offer important lessons ...
Moon Elopes Near Nestle
If you haven’t read about the moon eloping near Nestle, no shame. It hasn’t… yet. If you love anagrams, perhaps you’ve already caught on that it’s time to be on alert for Open Enrollment Season. Whether ...
How to Destroy Your Wealth
Johnny Carson and Charlie Munger have both given memorable commencement speeches. While most traditional commencement speeches take a stab at bestowing wisdom and sharing the keys to happiness and success, Johnny and Charlie took the inverse approach – they gave ...
Top 5 High-Leverage Strategies to Maximize Healthspan
In both health and finance, we are the sum of our daily habits. While we can’t control our genetics any more than we can control the stock market, we can influence our future by focusing on ...
Bryan Johnson and the “Don’t Die” Movement
Have you heard of Bryan Johnson? The man who spends $2M/yr optimizing his health and tracking all of his biometrics to reverse his rate of aging? The man who has swapped blood plasma with his father/son in pursuit of ...
Eight Timeless Insights from Daniel Kahneman
As financial planners, we work with our clients to make the most of their finances, aligning their money to be in integrity with their diverse wants, needs, ambitions, fears, and behaviors. When it comes to truly understanding our ...