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9 Financial Regrets People Confess (And How To Avoid Them)

January 27, 2026January 27, 2026 Jared Friedman CFP®Financial Planning

 Money regrets are universal. After hundreds of client conversations, I hear the same “I wish I had…” on repeat. The good news? Most of these mistakes are preventable. Below are the most common financial regrets people share—and the simple steps […]

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What It Really Means To Be Wealthy Today: Beyond Net Worth To A Life That Works

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

Ask ten people what it means to be “wealthy” and you’ll hear ten different answers. Some will quote a number. Others will talk about freedom, family, or health. The truth is, modern wealth is multi-dimensional. Money matters—hugely—but on its own, […]

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The Coordination Problem: Success Makes Your Finances More Complex (And How to Fix It)

January 13, 2026January 13, 2026 Jared Friedman CFP®Financial Planning

On paper, you’re doing everything right. You’ve climbed the ladder. Your income is strong. You’re making thoughtful, researched decisions and getting second opinions when needed. Yet something feels off. Progress doesn’t feel as smooth as it should. That’s because success […]

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Venezuela Developments: Understanding the Portfolio Implications

January 6, 2026January 6, 2026 Jared Friedman CFP®Investing Intelligence

Recent events involving Venezuelan President Nicolás Maduro’s detention by U.S. forces mark a noteworthy geopolitical development. According to widespread reports, U.S. military personnel carried out an operation that resulted in Maduro’s arrest on allegations of drug trafficking and corruption. In […]

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Your Plan Vs Reality

December 30, 2025December 30, 2025 Jared Friedman CFP®Financial Planning

This is the road map of life. Memorize it. 2026 will be not be any different. If you understand that things do not move in a straight line you will be ready for anything —because you understand that anything can happen. […]

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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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