I share my entire process for thoroughly analyzing a property, whether you’re buying a primary residence or investing in rental real estate.
Mega backdoor Roth (HYW088)
I explain what the backdoor Roth + mega backdoor Roth conversion strategies are and how to execute them successfully.
How the future of (remote) work is changing (HYW087)
Sharon Koifman, founder of remote recruitment firm DistantJob, on the future of remote work: what jobs are most in-demand + how much you can earn remotely.
Why the 4% rule doesn’t work anymore (HYW086)
Renowned retirement economist Wade Pfau, PhD, explains why the 4% rule no longer works in today’s environment + his recommended safe withdrawal rate instead.
How current economic changes impact retirement safe withdrawal rates (HYW085)
Karsten Jeske, PhD, CFA, shares insights on how current macroeconomic trends are impacting retirement safe withdrawal rates and asset allocation.
How to set and rebalance your asset allocation efficiently (HYW084 – REPLAY)
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.
Retirement withdrawal strategies: tax-efficient portfolio drawdowns (HYW083)
Steve Parrish, Co-Director of the Center for Retirement Income at The American College of Financial Services, shares key retirement withdrawal strategies.
Annuities explained: is annuity income a good investment in retirement? (HYW082)
Stan The Annuity Man explains how annuities work, how to decide whether annuities are right for you, and how annuities fit into your retirement strategy.
Taxes on stock gains: how to avoid capital gains tax on stocks (HYW081)
CFA Scott Stratton explains how capital gains taxes work. We discuss key rules and strategies you need to know to minimize capital gains taxes.
Teaching your kids about money and financial independence (HYW080)
Doug Nordman & Carol Pittner, father and daughter co-authors, share how to teach your kids to achieve next-generation financial independence.
