Why you need more than hard work to break into the top 1%, but why you only need hard work to achieve FI (and how to do it).
2020 federal income tax brackets and retirement contribution limits (HYW006)
2020 tax rates and contribution limits: shown here in comprehensive and simple-to-follow tables.
How to be strategic with your retirement accounts with Roger Ma, CFP (HYW005)
Tips and strategies from an industry recognized CFP on how to optimize your retirement accounts and avoid common mistakes. Plus, benefits for joining the AARP even if you’re a millennial.
IRAs, Roth IRAs, and how to get the tax benefits of BOTH (HYW004)
A strategy for getting the triple tax advantage: tax-free contributions, tax-free growth, tax-free withdrawals.
Everything you need to know about 401Ks (HYW003)
A comprehensive framework for understanding how 401ks work and how to use them strategically.
My 4×4 FIRE framework for creating and protecting wealth (HYW002)
A simple but comprehensive framework / checklist for making sure you are creating and protecting wealth as strategically and effectively as possible.
Why I started Hack Your Wealth (HYW001)
How I once lost 1/3 of my savings, how I then became a financial expert, how much wealth that expertise has created for me, and what I now teach on HYW.
How Social Security works: Everything you need to know (including when it will run out)
How Social Security benefits work, how it’s calculated and taxed, how a job impacts Social Security, spousal/survivor benefits, and the looming Social Security shortfall. (Hint: Best to save as much as possible and not rely on it 100%.)
10 years in California
Reflections on career, wealth, health, and happiness after spending a decade in California.
Hey, rich people. Wealth management includes telling your kids how rich you are.
How to talk to your kids about money. (Hint: Don’t avoid it. They’ll figure it out anyway, so better to do it on your own terms.)
