Rob Moody
Writer ~ Lifelong Learner ~ Bibliophile ~ Polymath ~ Critical Thinker ~ Skeptic ~ Contrarian ~ Value Creator ~ Financial Psychologist ~ Spreadsheet Maven ~ Prepper ~ Humanist/Misanthrope ~ Health Nut ~ Pickleball Poet ~ Saunterer ~ Canine Idol ~ Individualist/Voluntaryist ~ Keeper of Lost Causes ~ Thoreauvian ~ Raconteur ~ Old Soldier/Redleg ~ General Badass
I have been a fee-only financial planner since 1995 and an aspiring writer since 2018. I am also a student of history, human nature, political economy and risk management. I have read hundreds of books, mostly about personal finance & investing, health & wellness, psychology, personal productivity & effectiveness, and preparedness & survival. I help people, and I’m a pro. My motto: Clean Living!
Formal Education:
- M.S. in Personal Financial Planning, Georgia State University
- B.S. in Political Science, cum laude, Stetson University
Designations:
Experience:
- editor of the weekly Financial Preparedness newsletter since Feb. 2021
- fee-only financial planner and investment advisor since 1995, self-employed since 1996
- Oglethorpe University – Adjunct Instructor in the Financial Planning program
- Price Waterhouse LLP – Consultant in the Personal Financial Services Group
- U.S. Army – field artillery officer for four years, stationed in Germany
Achievements:
- Distinguished Military Graduate
- Phi Beta Kappa
- Beta Gamma Sigma (graduate business honor society)
Quoted in The Wall Street Journal, Forbes, BusinessWeek, Kiplinger’s Personal Finance, Smart Money, Financial Planning, Financial Advisor, Investment Advisor, Bloomberg Wealth Manager, Bloomberg Personal Finance, Mutual Funds, Dow Jones Newswires, Registered Investment Advisor, Reuters, The Atlanta Business Chronicle, The Atlanta Journal-Constitution, The Everything Money Book, Enron Proof Your 401(k), CNBC.com and MorningstarAdvisor.com
Volunteer:
- U.S. Pickleball Association Ambassador for Cumming/Forsyth County (2015 – 2019)
- youth soccer coach (2015 – 2017)
Member:
CFA Institute
Testimonials:
“Prediction: Rob Moody will become as well-known and respected in the field of financial advice as was the late Richard Russell. Rob is also a great source of what I’d call practical life advice and information, on topics ranging from health and fitness to disaster prep, and from personal productivity to a dozen other areas he finds interesting and important. With high energy, intelligence, and integrity, Moody is someone to watch.” ~ Glen Allport
“Most often Rob’s reports give us a great deal of useful health and/or financial information. Every once in awhile, Rob’s report simply rings with that incredible clarity that comes from a bell rung once, as if to begin a meditation session. I don’t need to read these twice to understand.” ~ Michael Haas