How I Invest My Money: Finance experts reveal how they save, spend, and invest

As investments need to be benchmarked, our lives need it too. No matter what we say, we show what we love by how we invest our time, our talents, and our treasure. We reveal our whys with our love. Our purposes provide benchmarks.

There is frequently a gaping hole between the life people say they want and the life they live, and that gap is routinely self-inflicted. If your marriage, your family life, or your relationships generally are not what you wish them to be, it’s often because your priorities are misplaced. You don’t have your purposes in order.

A good financial plan is designed to provide a means and the funding for living out one’s life… on purpose.

How I have come to invest is not the answer to a Freudian riddle but an adaptive solution to an evolving life with people I love and ideas I cherish.

A skilled advisor is not just someone who knows investments—it’s someone who knows their clients well enough to know what combination of investments will work for each person. Serving as my own advisor, I’ve learned to differentiate between what works for other people and what works for me personally.

My thoughts around money life—not just investing, but earning, spending, saving, borrowing, giving, and so forth—have coalesced around the notion of “funded contentment.” True wealth, I believe, is the ability to underwrite a life that is meaningful to me.

In a successful money life, investing is the easiest part—if you can cut through the noise. The crux of money life starts with the other things: first earning, and then spending, saving, and borrowing.