Dec 25, 2019Member-onlyThe Magic of Retail Therapy -Five Lessons for Finance DesignEver wonder why women love “retail therapy”? I have. I’m not a big shopper, and yet I find myself drawn to a well-laid out retail store just for stress relief and some visual treats of rows upon rows of neatly arranged stuff to rest my eyes on. …Fintech7 min readFintech7 min read
Published inDataDrivenInvestor·Dec 17, 2019Member-onlyFour Barriers to Behaviorally Smart Finance DesignCan we ever tackle our personal finance tasks so it doesn’t feel like having two root canal treatments done at once and without an anesthetic? Between my personal struggles to get on top of important money tasks and reading the current literature on behavioral science, I’ve become convinced that the…UX6 min readUX6 min read
Published inPecunium·Dec 10, 2019Member-onlyThe Five Qualities of Great Finance DesignIf you’ve ever struggled to complete an important and “simple” financial task vital to your wellbeing, you’ve probably encountered bad finance design. …Design4 min readDesign4 min read
May 21, 2019Member-onlyIs This The Kryptonite That’s Holding You Back?Everybody has a dreaded weak spot when it comes to their pocketbook. Maybe you hate numbers, or can’t be bothered to balance your checkbook. For the longest time, my specific kryptonite was…..negotiating. I absolutely HATED doing any form of negotiating. Just the thought of having to ask someone for something…Negotiation6 min readNegotiation6 min read
May 20, 2019Member-only10 Things I Wish I’d Learned at 20Life looks very different at 20 than it does at 30 or 40. We can’t shortcut the process of acquiring pragmatic wisdom, but I sure wish someone who had walked a path similar to mine had sat me down and explained some “facts of life” back then. This is what…Money7 min readMoney7 min read
May 17, 2019Member-onlyTHIS is the Real Technology Gap We’re FightingFlip to any book, blog or show on doing better with your money, and you’ll be swimming in countless strategies, techniques, theories, methods, and can’t-fail approaches. …Millennials7 min readMillennials7 min read
May 16, 2019Women Don’t Need EmpowermentI happen to be a woman, and I happen to be immensely interested in making sure I have plenty of money. But there is one thing I don’t need: and that is to be “empowered” in matters of money. I’ve studied how the money business interacts with women for a…Money6 min readMoney6 min read
May 15, 2019Member-onlyWhy You Should Quit Reading Personal Finance BlogsIf you want to get someplace better and richer, the first thing you should do is to quit reading. Blogs. “ How I Did It” stories. “The 3 Simple Steps to Whatever”. “You Too Can Get Rich”. All of that stuff. The biggest mistake I made early on in my…Habit Building7 min readHabit Building7 min read
May 14, 2019Member-onlyMaking Molehills out of Mountains — How to Make Tough Money Tasks EasyHow do some people manage to tackle their finances so well? How do they do it despite not having inherited wealth, and having jobs, families and a full life to live? I’ve always struggled with cracking this problem, without much success. Until a recent conversation with a super-successful wealth manager…Finance6 min readFinance6 min read
May 13, 2019Member-onlyNine Ways Managing Money Is Like WritingI’m relatively new to this whole Medium thing, and to writing in general. My struggle to find and stick with a real-as-bills approach to my own financial betterment, by contrast, is almost ancient. But it struck me recently that in many ways, writing is very much like managing money, and…Finance7 min readFinance7 min read
