With a few months of married life now behind me, I wanted to do a lookback post on what I’ve learned about managing my income and expenses. Coordinating my finances with a partner has been a new experience and taught me some useful lessons.
Avoiding capital gains tax on real estate: how the home sale exclusion works (updated for 2023)
The capital gains tax exclusion on real estate home sales can save you a ton on taxes. Learn how it works here.
How to take a year off, earn 6 figures, harvest capital gains, do Roth conversions…and pay zero taxes on it all (updated for 2023)
A step-by-step guide on how to take a year off, earn 6 figures, harvest capital gains, do Roth conversions…and pay zero taxes on it all.
The True Benefit of Homeownership (why buying has paid off over renting, even in a million dollar market)
I’ll show you how I made buying a home in the expensive SF Bay Area pay off handsomely and help you analyze whether real estate can pay off for you, too.
7 Lessons I’ve Learned From Building Side Business Income (I Wish I Knew #7 From the Beginning. It’s More Important Than All Other Lessons Combined.)
I analyze what my side projects have earned and give you the exact tools I created to do the analysis. I show the actual revenue generated from my products.
4 Insights That Analyzing My Income And Expenses Has Taught Me About Attaining Financial Freedom (The Most Important One Is #3)
In this post, I’ll deep-dive into my income and expenses over the last several years. I’ll share key insights I learned and also give you the exact tools I created to do this analysis. Finally, I’ll offer actionable advice to help you grow and diversify your income so you can build wealth more quickly.
The Key Questions Marriage Forced Me To Ask About My Finances
On the eve of my marriage, I wanted to “baseline” my net worth so I could figure out what I might need to change about the future.