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June 2025

Blog

TSP Rollover Advice for Veterans and Military Members

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Day four, and I missed a day (or a few) — but the key to any goal is persistence. The biggest thing about setting a goal and not actually completing it is not to bury your head in the sand, but to rise above it and start again. Today’s topic Read more

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By Paul, 10 monthsJune 16, 2025 ago
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Retirement Planning for Teachers, Military, and Business Owners

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Day three, and my confidence in writing every day is starting to grow. Speaking of growth, let’s talk about a common misconception in the world of financial advice: that you need a certain level of wealth before you can talk to a financial planner. This myth exists because the financial Read more

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By Paul, 11 monthsJune 4, 2025 ago
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Personal Financial Planning for Everyday People

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— Why I Do Things Differently Day two of trying to be more consistent, and I almost didn’t make it… That said, let’s talk about something close to my heart — personal financial planning. It’s not a topic I always highlight on the blog, but it’s a huge part of Read more

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By Paul, 11 monthsJune 3, 2025 ago
Blog

Hello World – A Fresh Start at Paul the Advisor, Your CFO

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CFO work feels the same as programming, and as someone with a computer science degree, it feels great to start with the classic phrase: Hello World. This is more than just a post — it’s a relaunch of the blog and a recommitment to delivering consistent, high-quality insights. I’m using Read more

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By Paul, 11 monthsJune 2, 2025 ago

Recent Posts

  • Personal CFO 204: Protecting Your Money with Personal Risk Management
  • Personal CFO 203: How to Build a Personal Annual Financial Plan
  • Personal CFO 202: Net Worth Isn’t Just for the Wealthy
  • Personal CFO 201: How to Financially Plan for Big Life Changes
  • Personal Financial Audit: Personal CFO 105

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