This site is here to help you learn about investing in a calm, thoughtful way.

Inspired by a bit of Jimmy Buffett and a bit of Warren Buffett, Roam & Invest is about living well—on purpose. It’s about planning for the journey, all while enjoying the ride.

I’m not a financial advisor. I’m transitioning to retirement and figuring it out—one step, and one sunset, at a time.

I’m simply sharing what I have learned - and what I’m still learning - as I go.