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Jared Friedman CFP®

Jared Friedman is a CERTIFIED FINANCIAL PLANNER™. Thanks for stopping by.

The Money Lesson We Should’ve Learned in School: Sequence Matters

August 4, 2026August 4, 2026 Jared Friedman CFP®Financial Planning

We learned how to solve equations and prep for tests. What most of us didn’t learn is the order our money should work in. Not the what—save, invest, pay down debt, build a cushion—but the sequence. And sequence is where […]

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Top 3 Things to Make or Break Your Financial Plan

July 28, 2026July 28, 2026 Jared Friedman CFP®Financial Planning

Most people obsess over investment returns, tax hacks, or the “perfect” budget. Those matter, but they’re not the primary drivers of long-term success. The three numbers that dominate your financial life are the cost of housing, the cost of cars, […]

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Trump Accounts

July 21, 2026July 21, 2026 Jared Friedman CFP®Financial Planning

If you’ve seen a few headlines about Trump Accounts lately, you may have noticed one thing: Nobody seems to explain them quite the same way. Depending on which article you’ve read, they might sound like a college savings account, a […]

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Understanding How Cash Fits Into Your Investment Portfolio

July 14, 2026July 14, 2026 Jared Friedman CFP®Financial Planning

The baseball player Yogi Berra once said that “a nickel ain’t worth a dime anymore.” With inflation still elevated, many people may be feeling this way as well. Not only are everyday costs higher due to energy prices, but short-term […]

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Retirement Math Is Easy. Real Life Is Not.

July 7, 2026July 7, 2026 Jared Friedman CFP®Financial Planning

On paper, your retirement may look perfectly fine. The nest egg is there, the projections check out, and the spreadsheet says you’re on track. So why does it still feel unclear and unsettled? Because most retirement decisions don’t happen in […]

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Recent Posts

  • The Money Lesson We Should’ve Learned in School: Sequence Matters
  • Top 3 Things to Make or Break Your Financial Plan
  • Trump Accounts
  • Understanding How Cash Fits Into Your Investment Portfolio
  • Retirement Math Is Easy. Real Life Is Not.

The Pocket Financial Planner

Jared Friedman CFP®

The Art of Financial Planning is a blog that focuses on financial planning and  money management. I work at Redwood Financial Planning.  Learn more here.

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Advisory Services offered through Redwood Financial Planning, a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Redwood Financial Planning and its representatives are properly licensed or exempt from licensure.

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