The Navigator Series · Foundations
The Financial Fortress
The Monthly Promise: A monthly worksheet with prompts for one household number and commitments to legacy, health, and loved ones.
View episode downloadsWall Street to Main Street
Wall Street to Main Street
A newsletter connecting market perspective with practical financial decisions.
From Regatta Financial LLC
Episode worksheets & downloads
Resources for the Navigator Series.
Companion worksheets and downloads for Wall Street to Main Street episodes.
Path 01
Markets & Investment Perspective
Context for understanding markets, investing, and the forces shaping the backdrop.
October 30, 2026
A Tale of Two Yardsticks: The Best of Times, the Worst of Times, and the Question of Whose Economy Is Being Measured
October 20, 2026
The Family Vault: What a Bank's Wealth Study Misses About Ordinary Families
September 25, 2026
The Confident Answer: How to Audit an Explanation That Sounds Finished
September 11, 2026
The Silver Reckoning: Six Years of Deficit and the Battle Over the Gold-Silver Ratio
August 19, 2026
The Great Gold Hoard: When the Exporters Stop Selling, the Currency War Gets Physical
Path 02
Cash & Liquidity
Notes on reserves, liquidity, savings, and the role of cash in a broader plan.
