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.
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.
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.”
I share my entire process for thoroughly analyzing a property, whether you’re buying a primary residence or investing in rental real estate.
I explain what the backdoor Roth + mega backdoor Roth conversion strategies are and how to execute them successfully.
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.
Steve Parrish, Co-Director of the Center for Retirement Income at The American College of Financial Services, shares key retirement withdrawal strategies.
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.
CFA Scott Stratton explains how capital gains taxes work. We discuss key rules and strategies you need to know to minimize capital gains taxes.
Doug Nordman & Carol Pittner, father and daughter co-authors, share how to teach your kids to achieve next-generation financial independence.