Finance Xpress

In anticipation of investing in some YC Demo Day startups, I transferred $50,000 from my Fidelity brokerage account to my Citibank checking account. This was right after I'd already wired $56,100 to meet a capital call for a new traditional venture capital fund I committed to. In a previous post, I wrote about the difficulty of committing […]

The post Summer YOLO Fund: Permission To Spend More and Save Less appeared first on Financial Samurai.

This past Father's Day, June 21, 2026, I had a choice to make. I could play pickleball from 9am to 12noon at an indoor club called Flyte, a 30-minute drive north. Or I could take my kids 30 minutes south to the Bay Club Redwood Shores for swimming and tennis and pickleball lessons. For over […]

The post How To Overcome The Guilt Of Not Taking Care Of Your Own Kids appeared first on Financial Samurai.

Most of us take the safe road. We go to college, get a job, and spend the next 30 years hoping our employer doesn't one day decide we're suddenly redundant. I know this path well because I walked it for 13 years before I finally worked up the nerve to do my own thing in […]

The post The Entrepeneur’s Journey: From Mexico To A Symantec Exit appeared first on Financial Samurai.

Life is hard if you want to outperform average. To reach a USTA 5.0 level in tennis takes an endless amount of practice. To get promoted to Managing Director in banking, you first have to survive a decade of 70+ hour weeks just for a shot. And if you want to be your own boss and build […]

The post The Incredible Satisfaction of Never Giving Up: A Lesson In Grit appeared first on Financial Samurai.

Part of the reason I've been writing about distribution and the importance of eventually betting on yourself was to gear myself up for Y Combinator Demo Day. For those unfamiliar, YC is the largest and arguably the best startup accelerator in the world. And it happens to be based in my backyard in San Francisco. […]

The post Y Combinator Demo Day: The Quest To Invest In The Best Startups appeared first on Financial Samurai.

After graduating from Berkeley's MBA program part-time in 2006, I wanted to start Financial Samurai. But even after taking entrepreneurship, marketing, and finance courses, everything I needed to launch a business, I didn't. My excuse was that my firm, Credit Suisse, had paid for 80% of my MBA education, and I felt obligated to repay […]

The post Stop Waiting For Permission To Build A Fortune appeared first on Financial Samurai.

Back in 2012, the year I left banking, I had a choice: build a lifestyle business or build a venture-backed company. I chose the lifestyle business. After 13 years in equities I was burned out and just wanted to be free to enjoy the FIRE lifestyle. Writing and tinkering 15 to 20 hours a week […]

The post Distribution May Be The Last Moat: 17 Years Of Financial Samurai appeared first on Financial Samurai.