Radio: Projecting Your Own Longevity
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On Tuesday, January 10, 2023, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about how long we should plan on living in retirement projections.

Be the One Who Can Write That Check
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It is perfectly fine for you to underspend your assets. You don’t need my permission, but you have my blessing anyway.

Life Lesson #7: Talk to the Duck
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This common gift to new computer programmers hides a life lesson for us all.

Life Lesson #6: Juggle Your Responsibilities
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Juggling domestic responsibilities is a second shift adults are burdened with. I find this analogy helps me to set my expectations and focus more properly.

Happiness Is The Result Of A Life Lived With Purpose
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Regardless of what you do with the money earned, continuing to work is a worthwhile journey.

Life Lesson #5: Start Your Day with a Smile
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Just as a fake smile can make real happiness, fake happiness can create real enjoyment.

Life Lesson #4: When Your Soap Runs Out
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I think of these four lessons when I refill my soap dispenser.

Life Lesson #3: Avoid A Lifestyle of Unconscious Spending and Conscious Saving
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Automate your savings. Take manual control of your spending. This is the path to wealth.

Life Lesson #2: You Are An Adult Now
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Graduate yourself from a childish mindset to that of an adult.

Life Lesson #1: You Shouldn’t Need Saving
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No limp arms. Keep your hands up. Budget for emergencies.

A Surprising Lesson from the COVID Quarantine
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Yes, we are merely human, but our ideas and our analysis are powerful.

What We Can Learn From The Buffett Family Motto
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From such changes, the millionaire mindset is built and millions are gained.

My Grandfather’s Journal: Don’t Be Afraid to Try
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I agree with my grandfather that we should not be inclined to spend the rest of our lives in a rocking chair.

No One is Alone (Financial Lessons from Into the Woods)
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Your choices now change the course of your future in significant ways. “Into the Woods” is a cautionary reminder of that.

Do You Know What You Wish? (Financial Lessons from Into the Woods)
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Knowing what you want is important to directing the course of your life. To have a better life, you need to have a purpose for both you and your money.

Core Values Budgeting: One Strategy to Identify Budgeting Changes
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Here is a strategy that can both help you identify what you value and help you start your budget.

How to Budget for Emergencies: Pay Cut
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Whatever technique you use to smooth your income, providing for the possibility of having a sudden reduction in income can help your family self-ensure against this potential financial shock.

Observations on “The FIRE Movement”
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The FIRE (Financial Independence, Retire Early) movement is a suggestion that you should have the goal of achieving financial independence and retiring while you are young.

Crazy Rich Asians Series: Peik Lin on Understanding The Spending of the Wealthy
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Peik Lin is a person who sees the recipients of her family’s spending the same way as people.

Crazy Rich Asians Series: What We Can Learn From The Millionaire Lifestyle of Astrid Leong
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Astrid Leong is simultaneously one of the wealthiest characters and, even though she has a massively large standard of living, one of the thriftiest.

David John Marotta’s Early Money Memories
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Much can be learned from your earliest money memories. Here are some of mine.

How to Find Your True Calling
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A 2014 post called “7 Strange Questions That Help You Find Your Life Purpose” has seven good questions for life planning. Here’s the radio edit version of that post.

Preparing for Death
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I recently stumbled upon an interesting website called OK to Die which has resources for preparing for and dealing with either your own death or the death of another.

Radio: Finding a Life You Love
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On March 13, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss finding a life you love. Also in this show: what David Marotta thinks about his own life calling and a discussion of healthcare and insurance in retirement.

Diversify and Rebalance More Than Just Your Investments
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Investments, like life, are volatile, risky, and on average rewarding. Diversification and rebalancing help to protect yourself from the volatility.

Radio: Getting Your Finances in Order
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David John Marotta was interviewed on Radio 1070’s Schilling Show discussing getting your finances in order.

The Route from Wealth to Well-Being
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We don’t write a lot about how to spend money, but an international study published this year claims to have found the route from wealth to well-being through spending money.

The Business of Being an Artist
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Financial planning is simply doing what it takes to give you the means to do what you want. The poorer you are the more you need financial planning. You don’t have any margin for mistakes.

How to Set Retirement Goals
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A fee-only financial advisor can provide the decades of support and encouragement to make financial planning, effective life planning.

Avoid Age Appropriate Money Mistakes
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Every decade of life brings new financial challenges. Try to avoid these common pitfalls.

Interview of Dr. Randall Bell, Author of “Rich Habits, Rich Life”
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Dr. Randall Bell develops strategies to overcome problems and maximize peak performance.

Narrowly Framed Questions Fail to Meet Life Goals
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Purchasing investment products in isolation from the larger context of your specific situation is like pushing random buttons on a vending machine in order to provide a Thanksgiving dinner for your family.

The Happy Habits of Appreciation and Gratitude
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Life planning begins as thoughts and ultimately shapes our entire destiny.

Investing 101: Things to Think About Before You Invest
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With a little preparation, you can save and invest over your lifetime to meet your financial goals and dreams.

A Year of Financially Healthy Habits
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It is the season of spring cleaning, so here’s a calendar of ways to clean up your finances one step at a time.

What Games Can’t Teach You About Investing
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Many people are first exposed to investing in grade school through a very simple game. Unfortunately, this game teaches all the wrong lessons.

Healthy And Wealthy Adds A Decade To Your Life Expectancy
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The national average life expectancy is not a good measure for our clients’ life expectancy. That means planning beyond ages 82 and 85.

Lessons From The Lottery
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For those of us who don’t like playing the lottery, does the lottery have anything to offer us?

Managerial Lessons from Game Mastering
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Pen-and-paper roleplaying games have a lot of unique lessons to offer, particularly for policymakers and managers.

How to Get Jobs for “Unemployable” Degrees
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The list of jobs for a History major seems quite short: Historian and Historic Preservation come quickly, then maybe Politics, if you think particularly hard about it.

Radio Interview: Ideas for Success
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David John Marotta was recently interviewed on radio 1070 WINA’s Schilling Show discussing success, and how to structure your life for greater chances of success.

Financial Willpower
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The amount of energy available in the brain to exercise self-regulation and resist temptation is a limited resource. When the account runs out, well… you know the kind of decisions you make.

Five Principles Of Spending
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How to judge if your money was well spent.

The Drive of the Lottery
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The lottery is based on the most powerful way to motivate people and change their behavior: a variable reward in response to a specific behavior.

The Mindset of the Lottery
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The classic conversational pastime of answering the question, “What would you do if you won the lottery?” could help you or it could hurt.

Achieving Financial Peace Of Mind
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One goes to bed, while the other sits down to manage the family finances.

Chipotle’s Wisdom
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These quotes are provocative for what they say about us as Americans.

Newlywed To Do List
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While you know about the duplicate wedding gifts to exchange or return, and your mother is reminding you to finish writing Thank You notes, you might not remember all the other things you need to do.

Make Sure Clients Road-Test Retirement
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“Ascertain whether they’re ready for changes in lifestyle and finances for the next stage of their lives”

Develop A Network Of Friends In Retirement
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Having community is important for a successful retirement. Men may find it requires more work to achieve.

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