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.
Asset location for non-traditional assets + considerations for early retirees (HYW063)
Jonathan Duong, CFA, talks about asset location considerations for non-traditional assets + asset location considerations for early retirees.
Asset location: What assets should you hold in each account to minimize taxes? (HYW062)
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 retire early with kids (and not go broke), with Michael Quan (HYW045)
Early retiree Michael Quan shares his experiences and advice about the financial and mental challenges of retiring early (at 36) with two young kids.
How personal tragedy motivated this engineer to achieve financial independence and retire early, with Adam Fortuna (HYW044)
Adam Fortuna shares how he turned his mom’s untimely death into motivation to achieve FI and retire early – which he did at age 36 with a portfolio >$2M.
What a lifetime of travel taught these early retirees over 3 decades, with Billy & Akaisha Kaderli (HYW043)
Billy & Akaisha Kaderli retired 3 DECADES ago w/ $500k and are still going strong. They traveled the world, lived a great life, and share stories & advice.
How 2 engineers quit their jobs to retire early and travel full-time, with Kristy Shen and Bryce Leung (HYW042)
Kristy Shen & Bryce Leung share how they quit lucrative engineering jobs with $1M to travel the world – initially for one year, then ultimately for good.
Quitting the law: one lawyer’s unique path to financial independence, with Kevin Ha (HYW041)
Kevin Ha shares why he quit the law to pursue a unique path to financial independence…and how his alternate income sources replaced his full-time salary.
