Unlike many of the other personal finance bloggers out there, I have a good bit of life experience under my belt. Nothing against the younger folks who want to buckle down and reach financial independence by 30 or 40, which is fantastic, but I’ve taken a longer route. I’m hoping to share my real-life experiences and the things that have worked and not worked over the past 20+ years of working, saving, and investing.
I’m an executive at a fortune 50 company where I have been working for the past 15 years. I’m in my mid-forties, have a wife, two kids, a dog, and a mortgage. Even though we’re in good shape financially, I’m worried about college tuition, just like everyone else and it’s sneaking up on me faster than I’d like. So far, we’ve bought four houses and sold three (still living in the fourth), bought one small business and attempted to start another venture-backed company which didn’t work out. We’ve also evaluated a few dozen other businesses for purchase while I was on my sabbatical. That was a great learning experience in and of itself, and you’ll be hearing more about that later.
I grew up in south Florida and graduated from the University of Florida with a degree in Industrial and Systems Engineering. I worked for various companies over the five years following graduation and then went on to the University of North Carolina at Chapel Hill’s top-20 MBA program to earn my MBA. For the past 15 years, I have been working at a Fortune 50 company in Pennsylvania where I live in the ‘burbs with my wife, two kids, and, of course, the dog.
Functional and Industry Experience
Over the course of my career, I have been an operations analyst, financial analyst, brand manager, procurement manager and held various other roles. I’ve also worked in the real estate, manufacturing, and consumer packaged goods industries. Basically, I have been around the proverbial block once or twice and know a little bit about quite a few things. As I mentioned above, I’ve also purchased one small business, which is still going strong, and tried starting another venture-backed business which was a bust.
What I am Not
Here’s what I’m not. I’m not a financial planner and I’m not certified in any way. The information provided on this site is based upon my own personal experiences and I’ll talk about the techniques and strategies that have either worked for me or not. Before you make any big financial moves, I would highly recommend that you speak with a certified financial professional because everyone’s financial situation is different and yours is unlikely to be just like mine.
That being said, I think that you’ll find my own experiences and musings interesting, and hopefully, helpful as well.
What else would you like to know about me? Leave a comment below!