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Playbook

The Enrollment Dossier

Sep 2, 2026

The Enrollment Dossier

Open enrollment opens in about six weeks and the average person will spend eleven minutes on it, most of which is clicking confirm on last year's elections. Here is the file to assemble now, in September, so that when the window opens you are choosing instead of agreeing.

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The Credit Access Window

Aug 26, 2026

The Credit Access Window

Home equity lines just hit their lowest rate of 2026. The move is not to borrow. It is to get approved for money you have no intention of touching.

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The Receipt Vault

Aug 19, 2026

The Receipt Vault

One account in the tax code is untaxed going in, untaxed while it grows, and untaxed coming out. Most people use it as a debit card at the pharmacy. Ninety minutes fixes that.

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The Beneficiary Sweep

Aug 12, 2026

The Beneficiary Sweep

There is a document that outranks your will, quietly controls most of your money, and you probably filled it out in four minutes from memory during a new hire orientation. Here is the ninety minute playbook that finds every one of them and fixes the six ways they fail.

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The Drawdown Drill

Aug 5, 2026

The Drawdown Drill

The Nasdaq just fell more than 10 percent from its high and August and September are historically the two worst months of the year. This is the rehearsal you run while nothing is on fire, so that when it is, you are executing a plan instead of inventing one.

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The AI Research Desk

Jul 29, 2026

The AI Research Desk

It is Fed day and Q2 earnings are flooding in at the same time. Here is the exact system I use to turn a firehose of information into a twenty minute morning routine, without becoming a full time news junkie.

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The Higher for Longer Playbook

Jul 22, 2026

The Higher for Longer Playbook

The Fed meets next week and almost nobody expects a cut. Rates have sat in the same spot all year and inflation refuses to quit. Here is exactly how to position your cash, your debt, and your fixed income while everyone else keeps waiting for a rescue that is not coming.

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