Financial Planning

Brewing Wealth (and Coffee) in Costa Rica

September 25, 2025

Travel is a big priority for my wife, my family, and me. It’s why we work hard and build a generous travel budget into our financial plan, so we can enjoy experiences together, like exploring Costa Rica.  Costa Rica does not disappoint.

On this trip, I filmed a quick video about keeping my coffee game strong while away from home. (Because let’s be honest, a bad cup of coffee can ruin even the best volcano/jungle view.)

For us, travel is more than a getaway; it’s a return on the investment of planning.  It also serves to keep our proverbial axe sharp.  Burnout is real.

When it comes to planning for the things you prioritize, it makes the experience that much more enjoyable when you know you can enjoy the day trips and a bottle of wine.

So whether it’s finding the perfect brew on the road or mapping out a long-term wealth strategy, it all comes down to being intentional. Small hacks, big payoffs.

Watch the video here:

If you’re curious how to build a financial plan that supports the travel and lifestyle you want, we’d be happy to chat.

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