Ann Garcia, aka The College Financial Lady, explains upcoming rules that will bring significant changes to the federal student financial aid process.
Four personal finance influencers – all parents themselves – share their best tip on teaching money lessons to kids.
Author Robin Taub explains how to instill financial literacy in kids. We discuss strategies, role modeling, & techniques for teaching your kids about money.
Ingrid, engineer turned early retiree & travel blogger, shares her early retirement experience pursuing language learning through travel immersion courses.
John and Rosalina Steiner share how they built a real estate portfolio of 25 doors in expensive California…on middle-class incomes.
Caroline Ceniza-Levine, a career coach now early retired, shares tips and advice (from experience) for how to convince your spouse about early retirement.
Shane Mason, whose CPA firm specializes in advising entrepreneurs and tech workers, shares tips and strategies on stock option and RSU tax planning.
Bill Exeter, a four-decade industry veteran, teaches us all about 1031 exchanges. This insight-packed episode could save you 6-figures in taxes.
The Tax Deed Professor teaches how tax deed auctions and tax deed investing work, plus how to due diligence tax foreclosure properties.
Karsten Jeske, CFA, on using rental real estate as an alternate “yield shield” + how to analyze the “crossover” point where sequence risk disappears.