From classic buy and hold investing to tax liens. Plus: What I look for in investment properties and how I personally analyze them.
9 Crucial Money Lessons Your Kids Must Learn to Succeed as Adults (HYW027)
9 crucial personal finance lessons your kids must learn to succeed. The financial learning curve is long, so start when they’re young & make it consistent.
Opportunity zones explained: how they work & how to invest (HYW023)
David Sillaman, a pioneer in Opportunity Zone fund creation, explains key rules and tax benefits of Opportunity Zones: how they work and how to invest.
Tax Loss Harvesting: Rules and Strategies with Bob Dockendorff (HYW022)
I talk with lawyer & tax expert Bob Dockendorff about tax loss harvesting strategies, tips to maximize tax alpha, and common tax loss harvesting mistakes.
8 key takeaways from a study of 150 millionaires (HYW011)
8 key FIRE takeaways from a study of 150 millionaires. Plus, some personal thoughts on how to cultivate a FIRE mindset.
The pros and cons of robo-advisors (HYW010)
Deep dive on robo advisors: what are they, pros and cons / advantages and downsides, how much do robo advisors cost, key differences between robo vs. human advisors, and the ultimate question: should you use a robo advisor?
Why hard work alone won’t get you to the top 1%, but will get you to financial independence (HYW007)
Why you need more than hard work to break into the top 1%, but why you only need hard work to achieve FI (and how to do it).
How to be strategic with your retirement accounts with Roger Ma, CFP (HYW005)
Tips and strategies from an industry recognized CFP on how to optimize your retirement accounts and avoid common mistakes. Plus, benefits for joining the AARP even if you’re a millennial.
IRAs, Roth IRAs, and how to get the tax benefits of BOTH (HYW004)
A strategy for getting the triple tax advantage: tax-free contributions, tax-free growth, tax-free withdrawals.
Everything you need to know about 401Ks (HYW003)
A comprehensive framework for understanding how 401ks work and how to use them strategically.