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.
Renowned retirement economist Wade Pfau, PhD, explains why the 4% rule no longer works in today’s environment + his recommended safe withdrawal rate instead.
Karsten Jeske, PhD, CFA, shares insights on how current macroeconomic trends are impacting retirement safe withdrawal rates and asset allocation.
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.
Ann Garcia, aka The College Financial Lady, explains upcoming rules that will bring significant changes to the federal student financial aid process.