Hi. I used to have a “good” job—working as an institutional investment manager—overseeing billions! But I pretty much hated every single day of it. It wasn’t the people (some of them were great) and it wasn’t the subject matter (I love investments). It was the constant politics of working for the modern-day large organization—yuck!

So I saved up some cash, resigned from my job (way back in 2015), and set off to make a living writing about markets online. Brilliant idea—right!?

Fast forward to today. My online product still exists, and it pays a big chunk of the bills:

  • With almost no idea what I was doing, I launched a digital product (in 2015) because I thought it would allow me to share my expertise with a wide audience and thereby create scalable income without also scaling my work efforts.

    I am sharing this link to the product as a case study (I learned a lot—the hard way—from building it). In additional to generating over $600K in income, it has also opened doors, and continues to serve as an important flywheel.

    It also gives me perspective when sharing strategies on building, avoiding early mistakes, and ultimately scaling your income more efficiently.

And the online product expanded—through much trial and error—into an independent advisory business.

  • Running an online product—one that occasionally gets a lot of pageviews—can also result in a lot of people asking for your time (and willing to pay for it).

    And after a lot of early mistakes, trading time for dollars (the very thing I was trying to avoid), I learned to turn down requests that were not right for me, and how to lean into requests that allowed me to scale my expertise in a way that is helpful to everyone involved.

    I started an investment management and financial advisory business as a natural extension of my background and the work I am already doing through my digital product.

    It’s also proven to be a highly enjoyable way to work with—and learn from—interesting people (who also happen to be working and building on their own terms).

And as I continue to build and grow my independent one-person business, I write about my wins and losses to help readers avoid mistakes and ultimately build better.

  • My writing will help you leverage your own unique background, on your own terms, to build simple, scalable income, so you can own your time, and enjoy your work.