Caitlin's Corner Can the AI Takeover Democratize Portfolio Management? There is a lot of fear right now about what AI is doing to human work. I don't know anyone who feels entirely immune. We don't know what our world will look like in less than 5 years, and it's rare that we feel that level of uncertainty at such a large scale. But I want to tell you about a piece of research that made me genuinely hopeful, because it highlights something I've been paying a lot of attention to: AI is already...
14 days ago • 7 min read
Susan's Scoop Will healthcare costs wipe out your wealth? If you’re starting to get grey hair and achy knees like me, the news that “Dawson” (James Van Der Beek) passed away recently after his cancer battle may have hit you especially hard. But the controversy that followed was even sadder; his wife had to start a GoFundMe to raise funds to pay off their medical debts and support their 6 children, despite his fame and success. This got me to thinking – if they had stayed in California rather...
20 days ago • 2 min read
Caitlin's Corner The Economy Feels Broken. The Market Disagrees. Last month during our Free Wealth Wednesdays session on the 2026 market outlook, without intending to, Susan and I kept repeating the same thing (almost annoyingly, but we couldn't not say it): We are living in a K-shaped economy. If you’ve found yourself thinking: “Everyone I know feels squeezed.” “Groceries, housing, insurance are all relentless.” “Why does the stock market keep rising?” “Why are spending reports still...
27 days ago • 4 min read
Susan's Scoop Let's Talk Portfolios I’m currently on my way back from Greece, a country I surprisingly have never visited (we found off-season plane tickets to Athens for $500 from Austin!). It’s funny how aging has flipped the script for me: I want to travel more now, fully aware that the window for comfortably schlepping through airports and cobblestone streets won’t stay wide open forever. Meanwhile, my husband Brian is instead becoming more of a homebody. (This may have something to do...
about 1 month ago • 3 min read
Caitlin's Corner Super Bowl Hot Takes ...With Some Estate Lessons There’s a tired stereotype that women are “too emotional” to make big, strategic decisions, especially when money, power, or legacy is involved. I've known for a long time how wrong that is, and I've seen firsthand how women tend to be the ones to have to make those tough decisions. Sunday's Super Bowl reminded me of just how wrong that stereotype is. The Seattle Seahawks are owned by a trust created by Paul Allen, the late...
about 1 month ago • 5 min read
Susan's Scoop It's Almost Done! I know I’ve been teasing cabin updates for a while, and we are almost done with the refresh of our mountain cabin in East Tennessee! (We’d be completely finished if it weren’t for the blizzard that rolled through a few days ago. ❄️) I’m honestly so happy with how it turned out. Our designer, Anya Dykes with RAD Designs, was amazing and helped us transform the space into the “rustic modern” vibe we were going for, rather than the… let’s call it “Grandma chic”...
about 2 months ago • 2 min read
Caitlin's Corner A Women's Money Workshop, In My Friend's Kitchen At a time when horrific events are unfolding across our country and so many are feeling the weight of fear and uncertainty, it feels especially important not to ignore that reality, but also to lean into our shared humanity, compassion, and care for one another. I had an experience this week while facilitating a workshop that made me feel deeply human, even while talking about a rigid and unjust system that our lives depend on....
about 2 months ago • 5 min read
Susan's Scoop Why feeling lost is actually a sign of progress I’m currently writing this from my cabin in TN, where my husband Brian and I are spending most of the week working on our cabin ‘refresh’ after not having any luck selling it last year (you can read about that whole saga in Part 1 and Part 2, ugh). Tomorrow the new countertops and couches arrive (yay!), but after what I found while cleaning out one of the closets this morning (accompanied by lots of shrieking on my part), I’ve been...
2 months ago • 3 min read
Caitlin's Corner Dinner Hosting & Our Money - The Minimum Viable "Enough" I recently read an article that spoke to my soul. The writer (Amanda Litman) and her husband had made a bold, yet simple 2025 resolution: for the entire year, they would invite people over to their home every. Single. Saturday. And they did it! What made me so excited about this story (other than the menu they shared) is that the author doesn't have a big, fancy house with endless time to clean and decorate. She paints...
2 months ago • 6 min read