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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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
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.
