David Sillaman, a pioneer in Opportunity Zone fund creation, explains key rules and tax benefits of Opportunity Zones: how they work and how to invest.
I talk with lawyer & tax expert Bob Dockendorff about tax loss harvesting strategies, tips to maximize tax alpha, and common tax loss harvesting mistakes.
I talk with Paul Stevens-Fulbrook, a high school science teacher whose side hustle is an education blog for teachers. Plus, how not to land in “Facebook jail”…
I talk with Dave Grossman, travel loyalty program consultant & credit card rewards expert, about how to optimize credit card travel rewards (what’s working in 2020). It’s chock full of tips, strategies, and insights you do NOT want to miss…
I share 5 major life expenses that get cheaper (with better service, to boot) the higher your credit score and earnings are…which in turn accelerates your path to FIRE.
I talk with consumer credit expert Louis DeNicola about how to increase your credit score, how credit scores are actually calculated, how to analyze your credit report, and other tips to help you build strong credit.
I talk with Ernest Shahbazian, a management consultant who moonlights as a YouTube travel influencer providing destination reviews, points and miles tutorials, and travel gear reviews.
I talk with Jeff Campbell, who spent more than 2 decades in the corporate world before starting an online side hustle with niche blogs. He plans to solopreneur full time starting in 2020.
8 key FIRE takeaways from a study of 150 millionaires. Plus, some personal thoughts on how to cultivate a FIRE mindset.
A simple but comprehensive framework / checklist for making sure you are creating and protecting wealth as strategically and effectively as possible.