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.
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The Financial Lessons in Your Favorite Christmas Movies (Our Top 10 List)- Compound Growth Episode 32
Great Vs. Now: Why Deferred Gratification is the Key to Compounding Success- Compound Growth Episode 31
November 2026 Recap: Retail Reality, EV "Peaks" & The Sentiment Gap- Compound Growth Episode 30
The Compounding Impact of Intentional Gifting- Compound Growth Episode 29
Nobody Remembers What Happened to Cisco
Why Financial Optimism Doesn't Feel Good (And the Shocking History of Low Consumer Sentiment)- Compound Growth Episode 28
Tara Ryan: The Human Side of AI and the Fair Play Revolution- Compound Growth Episode 27
What if this isn’t an A.I. bubble?
What Just Happened? Why October Surprised Everyone- Compound Growth Episode 26
The Cost of Hustle: Why the 996 Culture Is Failing Us with Jessica Crowley- Compound Growth Episode 25
The New American Dream: Freedom Over the 9-to-5- Compound Growth Episode 24
The Mess You Leave Behind: Estate Planning, Fairness & the $124 Trillion Transfer- Compound Growth Episode 23
The Death of the 60/40 Portfolio…Again
What just happened in September 2025? Compound Growth Episode 22
Will You Run Out of Money in Retirement? The Fears No One Talks About- Compound Growth Episode 21
Emergency Funds: The Real Safety Net for Your Future- Compound Growth Episode 20
Meet Tori: Rethinking Money, Work, and What Really Matters- Compound Growth Episode 19
I have a secret…We’re rethinking retirement
What Just Happened? Markets, Tariffs & Taylor Swift’s Engagement- Compound Growth Episode 18
