Why Financial Tales?

People learn complicated lessons in different ways. We teach these lessons by telling stories. Our philosophy is that the lessons you learn from a fable, myth, story, parable or tale are longer lasting if you can relate to them. When you relate to someone, you ingrain these lessons in your mind. If you can’t recall these lessons for whatever reason, you can always refer back to a tale – or a story. Our goal is to make it as easy as possible for you to understand your finances and answer both the obvious and the complicated questions surrounding money.

Many years ago, I was pondering my mortality and realized that everything I had learned would be lost if the inevitable happened too soon. For weeks, I wrote furiously about all the topics that seemed to matter and all the interesting people I had met throughout my years as a financial advisor. The topics seemed to be endless but nearly 1000 pages later, I was done. I was confident that if I died that night, I would be able to preserve my financial wisdom and pass it down to my four children.

Eventually, after many edits and rewrites, I worked with a fellow registered investment advisor and former economics professor to ensure these tales convey a holistic approach to managing money and explain how our behavior with regard to money impacts lifestyle. He shared his feedback about what I had written and was the genius that inspired Financial Tales to come to life.

I remember him speaking, as if to himself, asking “How can this be better? How can it be more interesting? How can you get these somewhat complicated and nuanced lessons through to people?” Then all of a sudden, he blurted out, “I know! I’ve got the answer! You need to call these stories of yours “Financial Tales.” I immediately knew he was right and thus the name was born.

Later, someone suggested I start a blog as a platform to share these tales. My son Carl helped me set up the blog and so Financialtales.com was born.

What you see today is the current state of evolution of Financial Tales. While I expect many more tales to follow, the philosophy that underpins them will remain the same. We are here to teach you an approach we believe in. We hope you embrace it, add a little bit of your personality or flair and come up with something that works for you.

Share Your Tale

Are you ready to share your Financial Tale?

One of the benefits our financial tales community enjoys is the ability to submit their own tale. We will keep your name private of course and if you send us a detailed overview of your financial situation we will respond to you directly in private and if your tale might be interesting to others we will share it with our fans and community.