Mezzi Review: The Proactive AI Financial Advisor For A Flat Fee
Financial Samuraiby Financial Samurai·4d ago
I have more than 40 financial accounts across four people to manage. More accounts means more questions. Can we spend more? Are we missing a tax opportunity?
Children Doomed To Follow In Their Parents' Professional Footsteps
Financial Samuraiby Financial Samurai·6d ago
One of the reasons I accepted Portfolio Penguin's book deal in 2019 was to demonstrate to my kids the importance of work. Not working sets a bad example if you are a FIRE parent.
Financial Despair Is When You End Up Paying Money To Work
Financial Samuraiby Financial Samurai·16d ago
Once both our children began school full-time in 2024, my wife and I had more breathing room. At least six hours a day of free time. No more wrangling toddlers in the chaos of the early years.
Venture Capital Paper Gains Aren't Real But Still Feel Great Anyway
Financial Samuraiby Financial Samurai·23d ago
Historically, I've viewed stocks as funny money. It's not real until it's converted into something you can use. Given the lack of utility for stocks, I've long preferred owning real estate.
How Mezzi Uncovered Over $300,000 In Hidden Stock Exposure
Financial Samuraiby Financial Samurai·9 Sept 2026
This summer, my new AI investment advisor, Mezzi, discovered roughly $300,000 of hidden stock exposure in Google I didn't know I had. It sounds a little absurd, given the amount.
The IPO Quiet Period Explained: What Anthropic Can And Cannot Say
Financial Samuraiby Financial Samurai·2 Sept 2026
Ever since graduating from business school in 2006, one of my favorite ways to learn is through case studies.
The Beeping Was Coming From Inside The House
Financial Samuraiby Financial Samurai·28 Aug 2026
I have been a landlord since 2005, the year I rented out the very first property I bought in San Francisco after buying a single-family home. Since then I've been through all sorts of disputes.
The Golden Window To Spend Time With Your Kids Is Smaller Than You Think
Financial Samuraiby Financial Samurai·26 Aug 2026
I wrote this post because I needed a kick in the pants. I was finishing my fifth straight day of seven to nine hours of nonstop childcare, plus three posts and a newsletter, and I still had four...
Build A Taxable Stock Portfolio The Size Of Your Dream Home
Financial Samuraiby Financial Samurai·24 Aug 2026
Housing affordability is at a crisis low. You've read that headline a hundred times. Either incomes rise or home prices crash to get back to pre-COVID levels.
Take More Risks To Avoid Being Financially Average
Financial Samuraiby Financial Samurai·21 Aug 2026
After publishing The Untold Burden Of Being Your Family's Financial Provider, I got this comment from a reader named Brian: “I can identify with this post as I am the family CFO / CIO.
The Untold Burden Of Being Your Family's Financial Provider
Financial Samuraiby Financial Samurai·19 Aug 2026
Something funny happened after I spent $3,000 fixing up my 2015 Range Rover Sport. A 2026 Range Rover Sport in the same black on black with only 905 miles became available.
Buying A Mansion In Paradise Might Be Backwards
Financial Samuraiby Financial Samurai·17 Aug 2026
This summer I toured a couple of 6,000 to 7,000 square foot mansion in the Kahala neighborhood of Honolulu, all in preparation for a potential move in two or three years.
Why Venture Capital Funds Must Get Bigger To Compete
Financial Samuraiby Financial Samurai·14 Aug 2026
On August 5, chief AI scientist Jeff Dean announced he was leaving Google after 27 years. Google proceeded to lose ~$180 billion in market cap, making this the largest impact I've ever seen by one...
Why You Need Less Money Than You Think To Be Happy: A $40,000 Experiment
Financial Samuraiby Financial Samurai·7 Aug 2026
Back on June 30, I published Summer YOLO Fund: Permission To Spend, giving myself explicit written permission to blow through $40,000 in Honolulu this summer.
Crushing Childcare Costs Are Why Cities Are Running Out Of Kids
Financial Samuraiby Financial Samurai·5 Aug 2026
I write before my kids wake up and after they go to sleep. That's the arrangement. It means I'm free during summer, winter, and spring breaks, along with weekends, which is the whole point of...
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