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Matt's Triumph

My financial panther doesn’t suck.

When my mutual funds were down by $6,000 I spent a lot of time complaining that my financial panther sucks.

He told me that now that I’ve not only recouped that money but have also gained about $4,000 that I need to post something nice about him.

So, here it is…my financial panther doesn’t suck.

We’ve been getting together a lot over the last few months as he’s helping me prepare for my around the world travels (which start in less than 3 weeks! Where did the time go?). He’s set me up with health insurance. He’s set up my mutual fund account to “pay me” once a month. He’s helped me set up an IRA that I can move my work’s 401(k) into after my last day (which is next Friday!).


And he even wore (for the first time ever I think), the pink tie I gave him to one of our meetings.

My financial planner wears a pink tie

And we even went to a bbq for steaks after one of our meetings…and I fell asleep while watching a rousing game of 4 person chess.

And we even went for a ride in his ride…never mind the fact that the radio is missing and there are loose wires everywhere (I trust this guy with my money?)…to get Mexican food and margaritas.

Matt's Triumph has no radio.

We're going fast...or the speed limit.

Me in the mirror.

Matt and his Triumph.

Mole chicken.

So I guess my financial panther doesn’t totally suck. I’ll be able to travel for a little longer than I would have and am insuring myself for way less than if I extended my work’s coverage and even have money set aside for this mythical retirement. So if you are planning on traveling long term (or need to save for anything, really) it’s a really good idea to have someone who knows things about money to help you along. And to get Mexican food with.

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