I talk with miles & points expert Sarah Maxwell about how to maximize point redemptions for free flights and how to think strategically about award travel.
Credit card application tips for earning big sign up bonuses and rewards (what’s working in 2020) with Dave Grossman (HYW016)
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…
How to increase your credit score (plus analyze and protect it) with Louis DeNicola (HYW014)
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.
16 essential estate planning checklist topics to protect your family and give you peace of mind (HYW009)
Estate planning: a detailed checklist, plus advice about lawyers and CPAs.
How Social Security Works: The Ultimate Guide For Laypersons
How Social Security benefits work, how it’s calculated and taxed, how a job impacts Social Security, spousal/survivor benefits, and the looming Social Security shortfall. (Hint: Best to save as much as possible and not rely on it 100%.)
Hey, rich people. Wealth management includes telling your kids how rich you are.
How to talk to your kids about money. (Hint: Don’t avoid it. They’ll figure it out anyway, so better to do it on your own terms.)
Why child care is so damn challenging (and what to do about it)
Why child care is crushing families and what we can do about it.
Tax loss harvesting and tax gain harvesting step by step
Learn how, when, and why to do tax loss harvesting and tax gain harvesting. How it works step by step, and the best strategy for maximizing tax savings from it.
How to write a will
A useful guide on what you need to write a valid last will and testament.
How to set up a revocable living trust (with sample trust document)…and why setting up a trust now will save you LOTS of time and money later
A useful Q&A guide on how living/family trusts work and how to set one up.
