Kyle Rash

Kyle Rash A Fee-Only Fiduciary Financial Advisor that helps you prioritize your goals and create a unique plan

Back-to-school season is like a fresh start, even if you're no longer a student!It's a time to reset those routines and ...
09/03/2026

Back-to-school season is like a fresh start, even if you're no longer a student!

It's a time to reset those routines and start those projects you've been putting off in favor of relaxation and summer vacation...like getting your assets and wealth in order!

Look, knowing how to manage all of your assets can be a lot. I get it. I studied it. So why not entrust your wealth management to someone who has the knowledge and the attentiveness to be a true champion for your financial future?

It's me. That someone is me, and I want to help your family feel as prepared and financially stable as possible both now and a decade from now. DM me for more details!

Pictured: Throwback to my grade school days. It’s getting old, the color is fading, a few wrinkles are present, and there are a couple of age spots and stains from who-knows-what.

Wow, not sure if I’m talking about the picture or myself

Planning for retirement starts with setting clear goals and building a foundation of wealth, and you don't have to wait ...
09/01/2026

Planning for retirement starts with setting clear goals and building a foundation of wealth, and you don't have to wait until five years out to get started...in fact, you shouldn't! Not sure how to start? Check out my practical, timeline-based guide to preparing yourself and your partner for retirement so that when the day arrives, you're stepping into this new normal with confidence rather than uncertainty.

Planning for retirement starts with setting clear goals and building a foundation of wealth and assets. Here's what you need to know...

Weeds don’t have a place in a long-term financial plan. You want financial stability, not invasive beauty that gets in t...
08/25/2026

Weeds don’t have a place in a long-term financial plan. You want financial stability, not invasive beauty that gets in the way. Here's how a financial plan cultivates long-term benefit:

https://www.planwithchampion.com/post/gardening-your-future-with-a-comprehensive-financial-plan

Weeds don’t have a place in a long-term financial plan. You want financial stability, not invasive beauty that gets in the way. Here's how a financial plan cultivates long-term benefit:

Reason  #13 Why AI Cannot Replace Financial Advice and Leadership: LOYALTYAI serves input, not mission or people. There’...
08/24/2026

Reason #13 Why AI Cannot Replace Financial Advice and Leadership: LOYALTY

AI serves input, not mission or people. There’s no personal relationship. No Esprit de Corps. No history. No shared values that build trust. There’s no emotional intelligence. There’s no consciousness. No allegiance. AI can never be loyal to you the way a trusted financial planner can.

Read this article for a more in-depth look at how AI measures up:
https://www.planwithchampion.com/post/ai-isn-t-the-risk-blind-trust-of-ai-is

Reason  #12 Why AI Cannot Replace Financial Advice and Leadership: KNOWLEDGEOne could argue that AI is nothing BUT knowl...
08/17/2026

Reason #12 Why AI Cannot Replace Financial Advice and Leadership: KNOWLEDGE

One could argue that AI is nothing BUT knowledge! An AI chatbot is a megasavant - think Rain-Man on steriods!

HOWEVER, there's are significant limitations. AI accuracy varies, plus it lacks any real-world accountability. The facts are provided based on the phrasing of the input request, which can lead to erroneous material. AI doesn't fact-check the information it provides the way a true industry expert does.

Read this article for a more in-depth look at how AI measures up:
https://www.planwithchampion.com/post/ai-isn-t-the-risk-blind-trust-of-ai-is

It's almost time for kids to go back to school in Washington state, which is always an expensive time for parents! Schoo...
08/14/2026

It's almost time for kids to go back to school in Washington state, which is always an expensive time for parents! School supplies, new clothes, new shoes, that cool backpack everyone is talking about...It adds up.

✖️ If you have more than one child, multiply that by the number of children.
➕ If any of your kids are involved with after-school activities, add participation fees and uniforms on top of that.
➕If you do private school or a homeschool co-op like my girls do, add those costs as well.

🟰 Have I stressed you out yet? Don't be!

A financial plan can help you stay organized, buy only what you need, and make informed decisions about every purchase from pencils to laptops. And I can help you make one! DM me to learn more.

Clutter in the home affects your quality of life at home. Financial clutter affects your quality of life everywhere.When...
08/07/2026

Clutter in the home affects your quality of life at home. Financial clutter affects your quality of life everywhere.

When you don't have a financial plan, or your assets are disorganized, or you don't know what bills are coming when, it's easy to get blindsided because your finances are too cluttered to keep track of!

As a financial planner (and asset manager if desired), I help reduce clutter in your current plan and create opportunities to regain control of your financial well-being. I'm basically a housekeeper and professional organizer for your retirement. Together, we get rid of the excess and put everything in order so you can better control your financial future.

Ready to finally have a champion in your corner for your finances? Send me a DM!

Reason  #10 Why AI Cannot Replace Financial Advice and Leadership: UNSELFISHNESSAI has no agenda, but it also has no sou...
08/04/2026

Reason #10 Why AI Cannot Replace Financial Advice and Leadership: UNSELFISHNESS

AI has no agenda, but it also has no soul. It can process your financial data with speed and efficiency but it can't truly care about your future. When it comes to your personal finances, the human element isn't a nice-to-have. It's a requirement.

Read this article for a more in-depth look at how AI measures up:
https://www.planwithchampion.com/post/ai-isn-t-the-risk-blind-trust-of-ai-is

Reason  #9 Why AI Cannot Replace Financial Advice and Leadership: BEARINGThe idea of "bearing" isn't really applicable t...
08/03/2026

Reason #9 Why AI Cannot Replace Financial Advice and Leadership: BEARING

The idea of "bearing" isn't really applicable to AI at all. AI doesn't have an actual presence and personage. Carrying oneself with good bearing requires being human, full stop. Once again, AI cannot quite reach the bar set by Marine Corps leadership traits.

Read this article for a more in-depth look at how AI measures up:
https://www.planwithchampion.com/post/ai-isn-t-the-risk-blind-trust-of-ai-is

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Anacortes, WA
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