Money Milestones

"Money Milestones: A twelve-month personal finance journey" is an exploration of personal finance as it relates to different events, seasons, holidays, and cultural rhythms across the year. Designed for people beginning their journey to build wealth, each chapter corresponds with one month of the year. We discuss everything you need to know about the financial habits of the economy, like in January when Americans are seeking motivation and opportunity in the new year. Understanding how people behave unlocks new ways to invest, budget, and make your financial decisions. You cannot hope to build wealth unless you understand the cultural context you are making your choices within, the good news is— understanding is only twelve chapters away! "Money Milestones" provides a complete financial plan for your family, with examples, stories, and advice to reach your goals. "Money Milestones" breaks down the jargon barriers in investing, taxes, budgeting, and mortgages, and will teach you how to approach these topics with renewed insight and clarity.

"Money Milestones: A twelve-month personal finance journey" is an exploration of personal finance as it relates to different events, seasons, holidays, and cultural rhythms across the year. Designed for people beginning their journey to build wealth, each chapter corresponds with one month of the year. We discuss everything you need to know about the financial habits of the economy, like in January when Americans are seeking motivation and opportunity in the new year. Understanding how people behave unlocks new ways to invest, budget, and make your financial decisions. You cannot hope to build wealth unless you understand the cultural context you are making your choices within, the good news is— understanding is only twelve chapters away! "Money Milestones" provides a complete financial plan for your family, with examples, stories, and advice to reach your goals. "Money Milestones" breaks down the jargon barriers in investing, taxes, budgeting, and mortgages, and will teach you how to approach these topics with renewed insight and clarity.

Dr. Jesse Carlucci is the Chief Investment Officer of the financial planning and investment firm Arrow Investment Management, and former university professor. Financial planning is his passion, and he likes to push his readers to the edge of their comfort zone when evaluating their financial decisions. He spent eight years as a college professor in Texas prior to starting Arrow Investment Management. He is fond of weaving stories into everyday life decisions, including whether it is a good idea to invest in meme stocks, overpay for fancy coffee, or purchase a new car. You can find him on Twitter (@CarlucciPh) and his blog "Arrow Investment Education" where he tells other people what to do with their money. He is also the author of numerous professional journal papers in the natural sciences, and has technical background in geoscience, finance, and statistics. He lives in Oklahoma with his wife, where they enjoy hiking in the mountains as therapy to cope with the endless barrage of e-mails and meeting invites.