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.
Why the 4% rule doesn’t work anymore (HYW086)
Renowned retirement economist Wade Pfau, PhD, explains why the 4% rule no longer works in today’s environment + his recommended safe withdrawal rate instead.
How current economic changes impact retirement safe withdrawal rates (HYW085)
Karsten Jeske, PhD, CFA, shares insights on how current macroeconomic trends are impacting retirement safe withdrawal rates and asset allocation.
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.
Language learning through travel immersion courses in early retirement (HYW076)
Ingrid, engineer turned early retiree & travel blogger, shares her early retirement experience pursuing language learning through travel immersion courses.