Jonathan Duong, CFA, shares tips on tax-efficient asset location for stocks, bonds, and real estate investments.
FIRE goal setting for the new year (HYW061)
Goal setting, mindset, and behaviors to help you make big strides toward your FIRE goals this year + FIRE community leaders share new year’s advice.
How to FIRE with confidence, step by step (HYW060)
I share tactics and best practices on how to retire early. With confidence & assurance, hard numbers & analysis, and proper weighing of risks & tradeoffs.
How to pick the best index fund (HYW059)
Good index funds let you match the market for zero effort and near-zero cost. Jonathan Duong, CFA, explains how to pick the best index funds to invest in.
How to set your target asset allocation and rebalance your portfolio efficiently (HYW058)
How to set your target asset allocation, and then regularly and efficiently rebalance your portfolio step-by-step…all in 1 hour or less per year.
Why writing an investment policy statement will make you a better investor (HYW057)
An investment policy statement is crucial for maximizing investment returns and minimizing risk. I explain why it’s important and how to write a good one.
Section 199A: how small business owners can skip 20% of their taxes (HYW056)
Steve Nelson, CPA, explains how the Section 199A tax deduction works for real estate investors, freelancers/contractors, & small business owners.
Election day special: potential tax law changes coming? (HYW055)
6 key areas where the tax code may change under a new administration, plus how it might impact your personal finances and actions you can take now.
How a self-directed 401k can help you beef up retirement investing, with Dmitriy Fomichenko (HYW054)
Expert Dmitriy Fomichenko explains how to use self-directed retirement accounts “with checkbook control” to take greater control of your retirement money.
College financial aid tips and strategies, with Ann Garcia (HYW053)
College financial aid advisor Ann Garcia explains how financial aid works, different types of aid available, and strategies for maximizing financial aid.
