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.
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.
Money issues in marriage: why spouses fight about money, how to fight with empathy, and how to convince your spouse to FIRE (HYW065)
Megan McCoy and Ed Coambs, two leading marriage therapists who specialize in financial therapy, share insights and advice about money issues in marriage.
How to talk about money when you’re dating (HYW064)
Megan McCoy and Ed Coambs, two leading couples therapists who specialize in financial therapy, share insights about money and dating.
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.
