STR real estate investor Diya Liu, who scaled from zero to 9 properties and $100k profit in 1 year, shares tips about STR & hotel real estate investing.
HYW092: How a female MBA early retired at 39 (+ her advice for women pursuing FIRE) (HYW092)
Female MBA shares how she early retired from her ambitious corporate career at 39: how she found a new non-career identity, purpose, & community post-FIRE.
Financial independence in healthcare: how a dentist built a $7M nest egg (HYW091)
How a dentist with 2 kids built $7M net worth before retiring from clinical work. He explains his actions to reach FI + detailed breakdown of his numbers.
How to pay for college (HYW090)
College financial planning expert Ann Garcia, CFP, shares strategies on how to maximize financial aid for college in her book “How to Pay for College.”
How to do real estate due diligence when buying a home (HYW089)
I share my entire process for thoroughly analyzing a property, whether you’re buying a primary residence or investing in rental real estate.
Mega backdoor Roth (HYW088)
I explain what the backdoor Roth + mega backdoor Roth conversion strategies are and how to execute them successfully.
How to set and rebalance your asset allocation efficiently (HYW084 – REPLAY)
How to set your target asset allocation, and then regularly and efficiently rebalance your portfolio step-by-step…all in 1 hour or less per year.
Retirement withdrawal strategies: tax-efficient portfolio drawdowns (HYW083)
Steve Parrish, Co-Director of the Center for Retirement Income at The American College of Financial Services, shares key retirement withdrawal strategies.
Annuities explained: is annuity income a good investment in retirement? (HYW082)
Stan The Annuity Man explains how annuities work, how to decide whether annuities are right for you, and how annuities fit into your retirement strategy.
Taxes on stock gains: how to avoid capital gains tax on stocks (HYW081)
CFA Scott Stratton explains how capital gains taxes work. We discuss key rules and strategies you need to know to minimize capital gains taxes.