HeyJaredVeteran Wealth Planning
The personal finance education that your MBA program SHOULD have provided
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 27, 2026
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- Earliest in this view
- Jul 5, 2026
Latest issues
Investing – Portfolio Construction (opens the original)
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Investing – Portfolio ConstructionAlyssa and I celebrated our 9th anniversary with a night out on the town!Just kidding, that would mean staying up past our bedtime.Instead, we went for a lovely (kiddo free) train ride from Burlington to Middlebury and back. Cocktails, appetizers, and some retiree couples to share the train car with.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!2bYp!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-
Investing – Risky Business (opens the original)
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Investing – Risky BusinessName something more relaxing than sitting in the climbing tree eating an apple you just picked.<img alt="" class="sizing-normal" height="483.75" src="https://substackcdn.com/image/fetch/$s_!KRCu!,w_1456,c_limit,f_auto,q_auto
Investing – Account Structure (opens the original)
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Investing – Account StructureHappiness is a John Deere engine at 2,000 rpm, a great podcast, and a cold beer waiting for you after the fields are done.Our tractor has spent more time in the shop this summer than I care to admit, which has put many of our projects behind schedule.But with the old girl back, finishing work on a dry day means I can change out of my Hawaiian into some proper work clothes, get a hit of diesel exhaust as she fires up, and enjoy a productive afternoon.<a class="image-l
Revisit - Roth Conversions (opens the original)
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Revisit - Roth ConversionsThe kids are back in school!Before we returned to Vermont, the girls each took turns shooting the sunset cannon in Maine, and our oldest can now fire it solo.<img alt="" class="sizing-normal" height="487" src="https://subst
Revisit - Life Insurance (opens the original)
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Revisit - Life InsuranceOne of the many amazing things about kids getting older is that they can do more. Last time we went hiking in Maine, I carried our youngest on a frame pack.This year, they’re scaling massive rocks, nearly keeping pace with the adults, and exploring their own little world.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!UOM7!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimage
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