CoFi Insights: Collective Wisdom for Financial Freedom
Where Knowledge Meets Action
Welcome to CoFi Insights, our collective think tank where we share perspectives, strategies, and ideas to help you navigate your financial journey with confidence and clarity.
At CoFi Advisors, we believe that knowledge is only valuable when it leads to meaningful action. That's why our insights go beyond theoretical finance to offer practical wisdom you can apply to your life today. Here, you'll find thoughtful commentary on market trends, personal finance strategies, wealth preservation techniques, and the human side of money—all designed to help you build your own financial dream house.

I have a secret…We’re rethinking retirement

What Just Happened? Markets, Tariffs & Taylor Swift’s Engagement- Compound Growth Episode 18

Should You Really Max Out Your 401(k)? Rethinking Retirement Rules- Compound Growth Episode 17

Buckets, Balance & Legacy: Dr. Malcolm Rosenson on Money, Medicine, and Family- Compound Growth Episode 16

Wealth, Work, and the Shifting Meaning of Success- Compound Growth Episode 15

Perspective, Purpose, and the Future of Advice (with Andree Mohr)- Compound Growth Episode 14

Burnout, Boundaries, and the Power of Rest with Jessica Crowley- Compound Growth Episode 12

The Freedom of Letting Go: Haircuts, Ego, and Growth- Compound Growth Episode 11

Skills, Passion & The Ikigai Path- Compound Growth Episode 10

"Bomb-Proof" Your Life: AI, Money, and Preparing for What’s Next- Compound Growth Episode 9

The Cost of Greatness- Compound Growth Episode 8

The Inequality Equation- Compound Growth Episode 7

Retiring Retirement: Redefining Work, Purpose & the Future- Compound Growth Episode 6

Fear, Safety, and the Power of Perspective- Compound Growth Episode 5

The Value of Why: From Fast Food to Fortune- Compound Growth Episode 4

Okay, Doomer
This is more than a penchant for claiming the world is going to end. This is predicting a scenario in which you will be comfortable, if not thrive, because YOU knew it was coming, because OF COURSE it was coming, and you were right and maybe you’re more prepared than the next person who was foolish to see the glass as half full when you saw the glass was actually tied to an atomic bomb dropped by an invading alien race.

Your House Is Not an Investment
Buying a house is one of the biggest financial decisions you make in your life. Sometimes it’s a decision you make multiple times. But the first time usually feels like the biggest and scariest. So of course you want to make sure you’re making the right call.

Investing in the Markets
Investing in the markets – ANY markets – can be a roller coaster. Investing in real estate can be a roller coaster. Investing in Beanie Babies could be the biggest ride of your life.
This seems somewhat obvious when it comes to stocks, as most of us can easily identify the highest highs and the lowest lows we’ve either experienced personally or been made aware of via the ether of the universe.

Compound Growth Episode 3: Get To Know Wheeler
In this episode of Compound Growth, hosts Colin and Wheeler go deep—but this time, the spotlight’s on Wheeler. What begins as a nostalgic memory about comic books evolves into a raw and insightful account of Wheeler’s journey with money, debt, and resilience. From a childhood shaped by a single-parent household and early jobs to the unglamorous hustle of entry-level roles in the entertainment industry, Wheeler shares how his relationship with money was formed—through scarcity, improvisation, and a lot of IOUs.

Compound Growth Episode 2: Get To Know Colin
In this episode of Compound Growth, Colin opens up about his personal journey into the world of finance, from childhood dreams of managing Bill Gates’s wealth to the real-world grind of launching his own advisory practice. We hear how early lessons in frugality shaped his money mindset and how a fascination with business and success stories propelled him toward a career in wealth management.
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