John and Rosalina Steiner share how they built a real estate portfolio of 25 doors in expensive California…on middle-class incomes.
How to early retire (FIRE) if your spouse isn’t on board (HYW074)
Caroline Ceniza-Levine, a career coach now early retired, shares tips and advice (from experience) for how to convince your spouse about early retirement.
Stock option and RSU tax planning (HYW073)
Shane Mason, whose CPA firm specializes in advising entrepreneurs and tech workers, shares tips and strategies on stock option and RSU tax planning.
1031 exchanges: what real estate investors need to know (HYW072)
Bill Exeter, a four-decade industry veteran, teaches us all about 1031 exchanges. This insight-packed episode could save you 6-figures in taxes.
Buying tax deeds to invest in real estate at a deep discount (HYW071)
The Tax Deed Professor teaches how tax deed auctions and tax deed investing work, plus how to due diligence tax foreclosure properties.
Asset allocation: Is rental real estate a safer type of “yield shield”? (HYW070)
Karsten Jeske, CFA, on using rental real estate as an alternate “yield shield” + how to analyze the “crossover” point where sequence risk disappears.
Asset allocation: Does the “yield shield” really protect against sequence of returns risk? (HYW069)
Karsten Jeske, CFA, argues that a “yield shield” strategy does not actually do a better job protecting against sequence risk than a plain stock index.
Asset allocation: How to use a bond tent to reduce sequence of returns risk (HYW068)
Karsten Jeske, CFA, explains how a “bond tent” asset allocation strategy can reduce sequence of returns risk in the years just before and after retirement.
Tax filing updates to be aware of this year (tax year 2020) (HYW067)
Katelynn Minott, CPA and managing partner at Bright!Tax, shares key tax filing updates to be aware of when you file your tax returns this year.
How tax lien investing works and how to buy tax lien certificates (HYW066)
Investor Phil Kessler explains how tax lien investing works + how to invest (with as little as a few hundred $) as easily as buying toilet paper on Amazon.
