My husband and I made some classic investing mistakes—chasing returns, lack of diversification, even swing trading. But those mistakes taught us how to build a simpler, smarter investment strategy. I’m sharing our story so you can skip the learning curve and start strong.

What’s the difference between a financial advisor and a coach? It’s not always clear but knowing the distinction could save you time, money, and stress. In this post, I explain how a coach walks with you through every part of your money world, and when each role makes sense.

Automated this post while pretending it’s summer in tennis paradise because "set it and leave it" doesn’t just apply to vacations! It’s a mindset for long-term investing too. But here’s the kicker: do you actually know what you’ve “left it” in?